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Building 2ARCH PARTNERS WEALTH MANAGEMENT, INC.

Map pinWATKINSVILLE, GA
Phone706-850-8877
NotebookSEC #801-135323
Total AUM
$109.2M
Employees
3
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3651 MARS HILL RD
SUITE 2100
WATKINSVILLE
GA 30677
United States
Operating Hours
9:00AM 5:00PM
Monday - Friday
Phone
706-850-8877
Other Offices
1

ReceiptFinancials

Total AUM
$109.2M
Accounts
568
Discretionary
$109.2M
Accounts
568
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$67.6M
HNW Individual Clients
85
AUM
$38.2M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
7
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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