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THREE ARCH WEALTH MANAGEMENT LLC

CRD 333733 · SEC 801-131587

Visit website

300 SPECTRUM CENTER DRIVE, SUITE 1030, IRVINE, CA, 92618, United States

Phone

(949) 400-7107

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$662.4M

Discretionary AUM

$662.4M

Team

5 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals138$50.6M
High net worth individuals118$601.1M

States served

CA, IL, MA, NE, NY, OR, UT, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD