A complete list of active advisors currently associated with Arkhe Wealth Management
Warmer can help you find a great advisor at Arkhe Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Arkhe Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 1
|
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