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Arkhe Wealth Management

Updated today

Client AUM

$409,000

Clients

10

Advisors

1

of 1 employees

About

Arkhe Wealth Management LLC, founded in January 2025 and newly established as an advisory practice, primarily works with non‑U.S., Spanish‑speaking clients from Latin America who seek access to U.S. financial markets and diversification from regional and currency risks. The firm provides discretionary and non‑discretionary investment management alongside standalone financial consulting, financial planning, and strategic advisory services, each framed by a written Investment Policy Statement.

The firm follows a long‑term, fundamentals‑driven, core‑satellite approach that uses broad‑market ETFs as the portfolio core and individual large‑cap equities as satellite positions, and it may incorporate options strategies (covered calls and protective puts), rebalancing, and a strategic liquidity reserve in discretionary accounts. While Arkhe uses tiered percentage‑of‑AUM management fees typical of its peer group, it also offers fixed‑fee and hourly engagements for financial consulting and planning, with the availability of hourly billing being uncommon among managers in this category.

Noteworthy operational features include a founder‑led structure whose principal combines formal securities‑market training with project management and corporate governance experience, and an explicit focus on clients who initiate contact and confirm cross‑border eligibility rather than active solicitation. Arkhe does not take physical custody of client assets, will not vote proxies on clients’ behalf, and provides quarterly portfolio reports while clients retain independent custodians, which may be relevant to international investors prioritizing transparent custody and reporting.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Passive / index investing Active portfolio management Wealth management

Demographic focus

Immigrants Hispanic/Latino/Latinx

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Fee options

Fixed

Fixed fees for financial planning and strategic advice range from $300 to $10,000 per engagement

Percentage

$0 - $100,000: 3.0% discretionary, 2.5% non-discretionary annually $100,001 - $250,000: 2.5% discretionary, 2.0% non-discretionary annually $250,001 - $500,000: 2.0% discretionary, 1.5% non-discretionary annually $500,001 - $1,000,000: 1.5% discretionary, 1.0% non-discretionary annually $1,000,001+: 1.0% discretionary and non-discretionary annually

Project-based

$150 per hour

Other

Account minimum: $25,000 Minimum fee: Discretionary accounts: $1,500 annually ($375 per quarter); Non-discretionary accounts: $1,000 annually ($250 per quarter) Fee-only: Financial Consulting Services and financial planning fixed fees range from $300 to $10,000 per engagement; hourly fees at $150 per hour

Main office

701 Brickell Ave, Ste 1550

Miami FL 33131

Advisors at this office

1

Most active in

Florida

Also doing business as

Arkhe Wealth Management · Arkhe Wealth Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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