ARC Element Wealth Design

Overview

ARC Element Wealth Design is a small, independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on serving individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through publications and workshops. It operates as a capital allocator, blending discretionary portfolio management with advisory engagements billed as a percentage of assets under management, hourly fees, or flat fees. The firm does not market itself as an ESG investor and is not designated as a multi-state adviser in the available filing. Its advisory activity emphasizes client education and bespoke planning alongside manager selection, which aligns with a model that combines in-house advice with third-party investment managers where appropriate.

Assets & Accounts

Investments & Alternatives