ARC Element Wealth Design

Overview

ARC Element Wealth Design is an independent, individual-owned Registered Investment Adviser operating as a limited liability company that serves individual and family clients. The firm functions as a capital allocator, selecting third-party managers and funds in addition to delivering traditional financial planning and portfolio management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and educational seminars/workshops. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives