Arca Wealth, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.3B

Discretionary

$1.2B

94% of AUM

Avg account

$259K

Accounts

4,909

Employees

28

Advisory reps

14

Firm details

Headquarters: Portsmouth, New Hampshire
CRD number: 174765
Registered since: April 17, 2015
Website: granitebaywm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.73%
Individuals15.34%
Pension & Profit Sharing Plans8.99%
Corporations / Businesses1.93%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arca Wealth, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2015. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that selects third-party managers in addition to providing in-house portfolio management. Its fee arrangements include percentage-of-AUM, hourly billing, and fixed fees. Advisory services listed in filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars or workshops. Arca Wealth reports an affiliation with an insurance company and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Public Funds/Mutual Funds22%
Investment Grade Corp Bonds10%
US Government Bonds9%
Cash & Cash Equivalents7%

Owners & executives

3 of 3

Brian Salcetti
CEO & Managing PartnerCRD 4719384
Andrew Salcetti
Partner, Chief Compliance and Operations OfficerCRD 5906617
Rron Rexha
Founder and CEOCRD 8249840

Contacts

3 of 11

Daniel Christenson
Wealth AdvisorCRD 6337719
Craig Pfau
Managing Director & Wealth AdvisorCRD 4935902
Blake Millard
Wealth AdvisorCRD 5424365

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 113

Active vs passive

$665M in ETFs

Passive

76%

$503M

Active

17%

$162M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM)	John Hancock	Passive	Mid Cap Blend	$50.4M	671,903	7.57%

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Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Rockingham
Address: 22 Deer St
Time zone: ET (UTC-5)
Office locations

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