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WEALTHARCH INVESTMENT SERVICES, LLC
CRD 170601
1122 E GREEN ST, STE 206, PASADENA, CA, 91106, United States
Phone
626-888-2314
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.6M
Discretionary AUM
$22.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUBSCRIPTION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $14.6M |
| High net worth individuals | 3 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD