Three Arch Wealth Management LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 333733
- Registered since
- January 8, 2025
- Website
- www.threearchwealth.com
- 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
FINTRXOverview
Three Arch Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm is SEC registered (2025) and charges clients on a percentage-of-assets-under-management fee schedule. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Three Arch presents itself as a capital allocator that integrates third-party managers into client portfolios rather than relying solely on in‑house proprietary products. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds18%
- US Government Bonds1%
Contacts
3 of 4
Becky Vasquez
Founder and Wealth AdvisorCRD 2554231
Tyler Vasquez
Founder and Wealth AdvisorCRD 7260149
Sunni Allen
Client Relationship ManagerCRD 6621073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$622M in ETFs
9%
$55.9M
90%
$566M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $47.1M | 709,186 | 7.58% |
Location
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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