Easton, PA Office

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.