Three Arch Wealth Management LLC

RIASEC RegisteredEst. 2025

Total AUM

$662M

Discretionary

$662M

100% of AUM

Avg account

$802K

Accounts

826

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 333733
Registered since: January 8, 2025
Website: www.threearchwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI90.73%
Individuals7.64%
Pension & Profit Sharing Plans1.28%
Charitable Organizations0.34%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Three Arch Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2025. The firm positions itself as a fee-based wealth manager for individual and family clients, charging a percentage of assets under management. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. The firm describes itself as a capital allocator, meaning it places client assets with external managers in addition to managing public market holdings directly. It does not identify as an active ESG investor and is not structured as a multi-state adviser.