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, SEC-registered registered investment adviser structured as an LLC. The firm is owner-managed and positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its advisory scope spans financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not classified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4Sasha 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 50Active vs passive
$554M in ETFs
8%
$41.6M
92%
$513M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $46.1M | 738,026 | 8.32% |
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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