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Building 2THREE ARCH WEALTH MANAGEMENT LLC

Map pinIRVINE, CA
Phone(949) 400-7107
NotebookSEC #801-131587
Total AUM
$662.4M
Employees
5
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SPECTRUM CENTER DRIVE
SUITE 1030
IRVINE
CA 92618
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(949) 400-7107

ReceiptFinancials

Total AUM
$662.4M
Accounts
826
Discretionary
$662.4M
Accounts
826
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$50.6M
HNW Individual Clients
118
AUM
$601.1M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
1
AUM
$50.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMANENYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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