Arca Wealth, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.3B
Discretionary
$1.2B
94% of AUM
Avg account
$259K
Accounts
4,909
Employees
28
Advisory reps
13

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
174765
Registered since
April 17, 2015
Website
granitebaywm.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.73%
  • Individuals15.34%
  • Pension & Profit Sharing Plans8.99%
  • Corporations / Businesses1.93%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arca Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm acts as a capital allocator for individual, family and institutional clients and charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee engagements. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and the selection of third‑party advisers. The firm also runs educational seminars and lists an insurance company among its industry affiliations. Arca Wealth does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 22%, Investment Grade Corp Bonds 10%, US Government Bonds 9%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds22%
  • Investment Grade Corp Bonds10%
  • US Government Bonds9%
  • Cash & Cash Equivalents7%

Owners & executives

3 of 3
  • Andrew Salcetti

    Andrew Salcetti

    Partner, Chief Compliance and Operations OfficerCRD 5906617

  • Rron Rexha

    Founder and CEOCRD 8249840

  • Brian Salcetti

    Brian Salcetti

    CEO & Managing PartnerCRD 4719384

Contacts

3 of 10
  • Trevor Simon

    Trevor Simon

    Financial AdvisorCRD 7682289

  • Bryan Monteverde

    Bryan Monteverde

    Vice President, Financial AdvisorCRD 6717694

  • Peter Waitkun

    Peter Waitkun

    Portfolio ManagerCRD 5069513

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 113

Active vs passive

$665M in ETFs

Passive

76%

$503M

Active

17%

$162M

ETFProviderStyleCategoryValueShares% of portfolio
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM)John HancockPassiveMid Cap Blend$50.4M671,9037.57%
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Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
22 Deer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth