WEALTHARCH INVESTMENT SERVICES, LLC

Overview

Wealtharch Investment Services, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families, with an emphasis on personalized financial planning and portfolio management for individuals and small businesses. The firm runs primarily discretionary mandates — it manages the bulk of client assets on a discretionary basis — and shows a clear tilt toward equity exposure as the core building block of client portfolios. Fee arrangements are flexible and include percentage of AUM, hourly, subscription and fixed-fee models, which lets the firm tailor engagement economics to different client needs. Investment activity centers on exchange-traded instruments and separately managed-type portfolios, with equity positions representing the largest single category of deployed capital. The firm does not identify itself as an ESG-focused manager and is not positioned as a capital allocator or pension consultant. Its client base is concentrated (30 clients), which points to a high-touch, boutique advisory model rather than a mass-market platform.

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Public Holdings

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Location & Offices