Three Arch Wealth Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$662M
Discretionary
$662M
100% of AUM
Avg account
$802K
Accounts
826
Employees
5
Advisory reps
4

Firm details

Headquarters
Irvine, California
CRD number
333733
Registered since
January 8, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.73%
  • Individuals7.64%
  • Pension & Profit Sharing Plans1.28%
  • Charitable Organizations0.34%
  • Corporations / Businesses0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Three Arch Wealth Management LLC is an independent, individual-owned registered investment adviser that operates as a limited liability company. The firm charges fees based on a percentage of assets under management and describes its client focus as individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Three Arch identifies as a capital allocator and does not position itself as an active ESG investor. The firm registered with the SEC in 2025 and lists a mostly equity-oriented approach in regulatory filings. It is structured to engage third-party managers when appropriate, reflecting a willingness to outsource specialty capabilities rather than run all strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Public Funds/Mutual Funds 18%, US Government Bonds 1%82%
  • Exchange Traded Equities82%
  • Public Funds/Mutual Funds18%
  • US Government Bonds1%

Contacts

3 of 4
  • Becky Vasquez

    Becky Vasquez

    Founder and Wealth AdvisorCRD 2554231

  • Tyler Vasquez

    Tyler Vasquez

    Founder and Wealth AdvisorCRD 7260149

  • Sunni Allen

    Sunni Allen

    Client Relationship ManagerCRD 6621073

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$649M in ETFs

Passive

8%

$52.6M

Active

91%

$596M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US SMALL CAP ETF (DFAS)DimensionalActiveSmall Blend$51.2M622,0277.89%

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
300 Spectrum Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth