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WEALTHARCH INVESTMENT SERVICES, LLC

CRD 170601

Visit website

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

TypeClientsAUM
Individuals27$14.6M
High net worth individuals3$7.9M

All web addresses on file

Official SEC filing: View on IAPD