Bethesda, MD Office
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Arca Wealth, LLC
Team
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About
Arca Wealth, LLC is a registered investment adviser that provides discretionary and non‑discretionary asset management, financial planning (stand‑alone or integrated), and retirement plan consulting to individuals, trusts, charitable organizations, corporations and plan sponsors. The firm reports approximately $1.27 billion in client assets and typically requires a $500,000 account minimum (waivable at the firm’s discretion).
Arca describes a client‑centered process that begins with investigative consultation and a risk‑profile to build customized asset allocations across four broad approaches (Conservative, Moderate, Strategic Growth, Aggressive). While Arca generally favors mutual funds and ETFs, its investment toolkit also includes individual equities, fixed income, REITs, ETNs, cryptocurrency exposure via exchange‑traded securities or private funds, and active use of options strategies plus temporary margin/borrowing when appropriate to support those strategies.
Distinctive operational features disclosed in the brochure include paid solicitation agreements with MoneyPickle, SmartAsset, and WiserAdvisor and access to annuity products through a third‑party platform (Mutual Group), as well as the fact that some professionals are separately licensed insurance agents who may receive commissions on insurance sales. The firm also completed a recent acquisition of another registered adviser and a legal name change, and it participates in institutional custodial programs that provide educational events and other support services used by its advisors.
Based on Arca Wealth, LLC
Expertise
Based on Arca Wealth, LLC
Location
6903 Rockledge Drive
Bethesda MD 20817
Advisors at this office
2
Advisors at this office
Brian S
Series 63, Series 65, Series 66
Bethesda, MD
Arca Wealth, LLC
Brian Salcetti is a financial advisor with Arca Wealth, LLC in Bethesda, MD, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has a minority ownership interest in a family investment pass-through entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across various risk profiles and utilizes a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, and options strategies.
Steven S
CFP®, Series 66
Bethesda, MD
Arca Wealth, LLC
Steven Scott is a CFP®-certified financial advisor with five years of industry experience. He is currently with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. Prior to joining Arca Wealth, he worked at Sandbox Financial Partners LLC and Ameriprise Financial Services, LLC. He is also a licensed insurance agent. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that includes customized asset allocations and utilizes a range of investment options including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.
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