Three Arch Wealth Management LLC
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
FINTRXOverview
Three Arch Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm bills clients on a percentage-of-AUM basis and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It identifies as an adviser that does not prioritize ESG investing and reports its operating model as single-state rather than multi-state.
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 Equities82%
- Public Funds/Mutual Funds18%
- US Government Bonds1%
Contacts
3 of 4
Sasha Childers
Portfolio ManagerCRD 8235230
Becky Vasquez
Founder and Wealth AdvisorCRD 2554231
Tyler Vasquez
Founder and Wealth AdvisorCRD 7260149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$649M in ETFs
8%
$52.6M
91%
$596M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SMALL CAP ETF (DFAS) | Dimensional | Active | Small Blend | $51.2M | 622,027 | 7.89% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 300 Spectrum Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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