|
⚲
|
| Three Arch Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 333733 |
| SEC # | 801-131587 |
| CIK # | 0002109462 |
| AUM | $662.4 M (2026-06-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 949-400-7107 |
| Address | 300 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 50.6 |
| (b) Individuals (high net worth individuals) | 118 | 601.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 826 | 662.4 |
| By Discretionary | ||
| Discretionary | 826 | 662.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 826 | 662.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.4 | |
| Total | 826 | 662.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109462] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compass Capital Corporation
✚
|
MA | 0.7 |
|
GKB Partners LLC
✚
|
0.7 | |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.7 |
|
Diligent Investors LLC
✚
|
CA | 0.7 |
|
Cruden Bay Investment Management LLC
✚
|
CA | 0.7 |
|
Ironwood Financial LLC
✚
|
AZ | 0.7 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.7 |
|
Westshore Wealth LLC
✚
|
CA | 0.7 |
|
Kesler Norman & Wride LLC
✚
|
UT | 0.7 |
|
Banorte Asset Management Inc
✚
|
TX | 0.7 |