ARKHE WEALTH MANAGEMENT
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 337491
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals99.76%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arkhe Wealth Management is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients, and it also serves some institutional relationships. Its advisory approach is equity‑centric: filings show a clear preference for exchange‑traded equities as the primary allocation vehicle. Fee arrangements combine a percentage of assets under management with the option for hourly charges, which aligns with a mix of ongoing portfolio management and project-based planning work. The firm is not positioned as an ESG specialist, does not report multi‑state adviser status, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds8%
- Cash & Cash Equivalents1%
Contacts
1 of 1Alexander Byfield
PrincipalCRD 8121182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 701 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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