ARKHE WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$410K
Discretionary
$410K
100% of AUM
Avg account
$34.2K
Accounts
12
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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 91%, US Government Bonds 8%, Cash & Cash Equivalents 1%91%
  • Exchange Traded Equities91%
  • US Government Bonds8%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Alexander Byfield

    PrincipalCRD 8121182

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth