Arch Partners Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,800,941
Clients
244
Advisors
3
across 2 offices
About
Arch Partners Wealth Management, Inc. provides investment supervisory services, individual portfolio management, and financial planning to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and corporate clients. The firm reports discretionary assets under management of roughly $109 million and primarily uses mutual funds and exchange‑traded funds in client accounts.
The firm primarily practices passive investment management, constructing portfolios from index mutual funds and ETFs to gain targeted asset‑class exposure, and generally manages client accounts on a discretionary basis. Financial planning is offered as a complementary service, producing a written plan that addresses taxes, investments, insurance, retirement, estate matters and related financial topics within a defined delivery timeframe.
What is distinctive for a firm of this size is that certain principals are licensed to sell life and health insurance and operate an insurance practice, and they may implement insurance transactions for clients for which they receive customary commissions; the brochure discloses that such commission income does not offset advisory fees. The firm also describes specific policies to disclose and mitigate conflicts of interest arising from those insurance activities and maintains third‑party custodial arrangements rather than taking custody of client assets.
Client services
Expertise
Fee options
Typically ranges from $250 to $1,000 for financial planning services
0.50% to 1.5%
$100 per hour for financial planning services
Account minimum: $100,000
Main office
See office3651 Mars Hill Rd, Suite 2100
Watkinsville GA 30677
Advisors at this office
1
Offices (2)
Most active in
Georgia
Also doing business as
Arch Partners Insurance & Wealth Management · Arch Partners Wealth Management & Insurance · Arch Partners Wealth Management, Inc. · Maximum Wealth Management Inc. · Maximum Wealth Management, Inc. · Maximun Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Worde M
Series 65, Series 66
Lawrenceville, GA
Arch Partners Wealth Management, Inc.
Worde McClung is a financial advisor at Arch Partners Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maximum Wealth Management Inc. since 2019. McClung is also CEO of The McClung Agency LLC, an insurance business he has managed since 2016. Arch Partners Wealth Management provides investment supervisory services, portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.
Ralph M
CFP®, Series 63, Series 65
Watkinsville, GA
Arch Partners Wealth Management, Inc.
Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.
Robert G
Series 63, Series 66
Lawrenceville, GA
Arch Partners Wealth Management, Inc.
Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.
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