Arch Partners Wealth Management Inc

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Arch Partners Wealth Management Inc
CRD #123735
SEC #801-135323
CIK #
AUM 109.2 M (2026-01-13)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone706-850-8877
Address3651 Mars Hill Rd
Watkinsville, GA 30677
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
1108866442202010201520212027
Fees and Compensation — Form ADV Part 2A (1/13/2026) [Brochure]
Item 5 Fees and Compensation
INVESTMENT SUPERVISORY SERVICES
INDIVIDUAL PORTFOLIO MANAGEMENT FEES

Our annual fees for Investment Supervisory Services are based upon a percentage of assets under
management and generally range from 0.50% to 1.5%.

Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value
(market value or fair market value in the absence of market value), of the client's account at the end of
the previous quarter. Fees will be debited from the account in accordance with the client authorization in
the Client Services Agreement.

A minimum of $100,000 of assets under management is required for this service. This account size may
be negotiable under certain circumstances. Arch Partners Wealth Management, Inc. may group certain
related client accounts for the purposes of achieving the minimum account size and determining the
annualized fee.

Established the aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees on
a client-by- client basis. Client facts, circumstances and needs are considered in determining the fee
schedule. These include the complexity of the client, assets to be placed under management,
anticipated future additional assets; related accounts; portfolio style, account composition, reports,
among other factors. The specific annual fee schedule is identified in the contract between the adviser
and each client.

We may group certain related client accounts for the purposes of achieving the minimum account size
requirements and determining the annualized fee.

Discounts, not generally available to our advisory clients, may be offered to family members and friends
of associated persons of our firm.

FINANCIAL PLANNING FEES

Arch Partners Wealth Management, Inc 's Financial Planning fee is determined based on the nature of
the services being provided and the complexity of each client’s circumstances. All fees are agreed upon
prior to entering into a contract with any client.

Our Financial Planning fees are calculated and charged on an hourly basis, $100 per hour. Although the
length of time it will take to provide a Financial Plan will depend on each client's personal situation, we
will provide an estimate for the total hours at the start of the advisory relationship.

Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from

$250 to $1,000, depending on the specific arrangement reached with the client.

We may request a retainer upon completion of our initial fact-finding session with the client; however,
advance payment will never exceed $500 for work that will not be completed within six months. The
balance is due upon completion of the plan.

The client is billed quarterly in arrears based on actual hours accrued.

GENERAL INFORMATION

Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either party, for any
reason upon receipt of 30 days written notice. Upon termination of any account, any prepaid, unearned fees will be
promptly refunded.

Mutual Fund Fees: All fees paid to Arch Partners Wealth Management, Inc. for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to
their shareholders. These fees and expenses are described in each fund's prospectus. These fees will
generally include a management fee, other fund expenses, and a possible distribution fee. If the fund
also imposes sales charges, a client may pay an initial or deferred sales charge. A client could invest in
effects transactions for the client's account(s). Please refer to the "Brokerage Practices" section
(Item12) of this Form ADV for additional information. a mutual fund directly, without our services. In that
case, the client would not receive the services provided by our firm which are designed, among other
things, to assist the client in determining which mutual fund or funds are most appropriate to each
client's financial condition and objectives. Accordingly, the client should review both the fees charged
by the funds and our fees to fully understand the total amount of fees to be paid by the client and to
thereby evaluate the advisory services being provided.

Wrap Fee Programs and Separately Managed Account Fees: Clients participating in separately managed account
programs may be charged various program fees in addition to the advisory fee charged by our firm. Such fees may
include the investment advisory fees of the independent advisers, which may be charged as part of a wrap fee
arrangement. In a wrap fee arrangement, clients pay a single fee for advisory, brokerage and custodial services.
Client’s portfolio transactions may be executed without commission charge in a wrap fee arrangement. In
evaluating such an arrangement, the client should also consider that, depending upon the level of the wrap fee
charged by the broker dealer, the amount of portfolio activity in the client’s account, and other factors, the wrap fee
may or may not exceed the aggregate cost of such services if they were to be provided separately. We will review
with clients any separate program fees that may be charged to clients.

Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the
fees and expenses charged by custodians and imposed by broker dealers, including, but not limited to,
any transaction charges imposed by a broker dealer with which an independent investment manager

Grandfathering of Minimum Account Requirements: Pre-existing advisory clients are subject to Arch
Partners Wealth Management, Inc.'s minimum account requirements and advisory fees in effect at the
time the client entered into the advisory relationship. Therefore, our firm's minimum account
requirements will differ among clients.

ERISA Accounts: Arch Partners Wealth Management, Inc. is deemed to be a fiduciary to advisory clients that are
...
Account Minimums and Types of Clients — Form ADV Part 2A (1/13/2026) [Brochure]
Item 7 Types of Clients
Arch Partners Wealth Management, Inc. provides advisory services to the following types of clients:
   ●​ Individuals (other than high net worth individuals)
   ●​ High net worth individuals
   ●​ Pension and Profit Sharing Plans
   ●​ Corporations or other businesses

As previously disclosed in Item 5, our firm has established certain initial minimum account
requirements, based on the nature of the service(s) being provided. For a more detailed understanding
of those requirements, please review the disclosures provided in each applicable service.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 159 67.6
(b) Individuals (high net worth individuals) 85 38.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 2.2
(n) Other 0 0.0
Total 568 109.2
By Discretionary
Discretionary 568 109.2
Non-Discretionary 0 0.0
Total 568 109.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.2
Total 568 109.2
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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