Lawrenceville, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Arch Partners Wealth Management, Inc.
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Firm-wide stats for Arch Partners Wealth Management, Inc.
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.
Expertise
Location
295 Culver Street, Suite C
Lawrenceville GA 30046
Advisors at this office
2
Advisors at this office
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.
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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