Three Arch Wealth Management LLC
Three Arch Wealth Management LLC is an SEC-registered wealth manager in Irvine, CA with $662.4M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Three Arch Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333733, SEC 801-131587, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $662.4M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 5
- Clients
- 256
- CRD
- 333733
- Ownership
- VASQUEZ, TYLER, RICHARD; VASQUEZ, BECKY, REES; VASQUEZ, BECKY, R.; Vasquez, Tyler
How much AUM does Three Arch Wealth Management LLC have?
Three Arch Wealth Management LLC reported $662.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Three Arch Wealth Management LLC?
Disclosed owners and executives of Three Arch Wealth Management LLC include VASQUEZ, TYLER, RICHARD, VASQUEZ, BECKY, REES, VASQUEZ, BECKY, R., Vasquez, Tyler. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.