Portsmouth, NH logo

Portsmouth, NH Office

Team
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Arca Wealth, LLC logo

Arca Wealth, LLC

Team

Firm-wide stats for Arca Wealth, LLC

Total advisors

12

Across 7 offices

Clients per advisor

92 High

Avg AUM per client

$1,020,599 Typical

HNW client ratio

39% High

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

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

Based on Arca Wealth, LLC

Location

22 Deer Street, Suite 200

Portsmouth NH 03801

Advisors at this office

5

Advisors at this office

user avatar

Joseph S

CFP®, ChFC®, Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Joseph Skees is a CFP® and ChFC® with 31 years of industry experience. He is currently affiliated with Arca Wealth, LLC in Portsmouth, NH, and has worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a commissioned notary public in New Hampshire. 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 and utilizes a broad range of investment options including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Paul S

CFP®, Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Paul Stanley is a financial advisor at Arca Wealth, LLC with 29 years of industry experience. He holds the CFP® designation and several securities licenses. Prior to joining Arca Wealth, he worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a Selectman for the Town of Greenland, NH, and is president of the BNI Seacoast referral group. 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 offers customized asset allocations across multiple risk profiles using a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Bryan M

Series 63, Series 65

Portsmouth, NH

Arca Wealth, LLC

Bryan Monteverde is a financial advisor with Arca Wealth, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Granite Bay Wealth Management, Divorce Outcomes, LLC, and Bank of New York Mellon. 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 create customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

John S

Series 66

Portsmouth, NH

Arca Wealth, LLC

John Slattery is a financial advisor with Arca Wealth, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Granite Bay Wealth Management, Key Investment Services LLC, KeyBank NA, and Camden National Bank. Outside of financial services, he previously managed a business called Slattery's Village Trading Post. 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 Conservative, Moderate, Strategic Growth, and Aggressive approaches using a variety of investment tools including mutual funds, ETFs, equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Peter W

Series 63, Series 65, Series 66

Portsmouth, NH

Arca Wealth, LLC

Peter Waitkun is a financial advisor at Arca Wealth, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Granite Bay Wealth Management, All Star Charts Research, and John Hancock Funds LLC, among others. Arca Wealth, LLC offers 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 create customized asset allocations across conservative to aggressive strategies, utilizing mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, options strategies, and temporary margin when appropriate.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
View complete list of advisors at this office
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