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, individual-owned registered investment adviser that operates as a limited liability company. The firm charges fees based on a percentage of assets under management and describes its client focus as individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Three Arch identifies as a capital allocator and does not position itself as an active ESG investor. The firm registered with the SEC in 2025 and lists a mostly equity-oriented approach in regulatory filings. It is structured to engage third-party managers when appropriate, reflecting a willingness to outsource specialty capabilities rather than run all strategies in-house.