Three Arch Wealth Management LLC
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About
Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services (including 3(38) plan support) to individuals, high‑net‑worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm generally requires a minimum relationship size of $500,000 and implements client portfolios primarily through model portfolios composed of mutual funds and ETFs, with the option to include individual securities for tax or legacy‑holding considerations.
The firm’s investment approach is long‑term and index‑informed, with explicit factor tilts toward small‑cap, value, and high‑profitability exposures; research inputs include providers such as Morningstar, Dimensional Fund Advisors, Avantis, and Vanguard. Three Arch constructs and monitors portfolios on a discretionary basis, may recommend allocations to unaffiliated independent managers, and uses its due‑diligence process to oversee manager selection and ongoing alignment with client objectives.
Distinctive features include its recent founding (October 2024) combined with a multi‑hundred‑million dollar asset base (approximately $662 million reported) and a team that blends long‑tenured investment professionals with advisors who have more recent industry experience. The firm also discloses institutional relationships with major custodians that provide technology and research support and the practice of compensating external promoters for client referrals—elements that differentiate its distribution and manager‑selection arrangements from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001+: 0.20%
Account minimum: $500,000 Fee-only: Wealth management fees are based on asset tiers as listed above, retirement plan advisory fees up to 0.90% annually.
Main office
300 Spectrum Center Drive, Suite 1030
Irvine CA 92618
Advisors at this office
4
Most active in
California · Florida · Idaho · Illinois · Massachusetts · Nebraska · New York · Oregon · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sasha C
Series 65
Irvine, CA
Three Arch Wealth Management LLC
Sasha Childers is a financial advisor at Three Arch Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Arch Wealth Management in 2025, Childers worked at State Street and Towneley Capital Management, where they spent 19 years. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.
Sunni A
Series 63, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Index Fund Advisors, Inc. and Apriem Advisors. Prior to her finance career, she was employed at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios composed of mutual funds and ETFs.
Becky V
CFP®, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.
Tyler V
CFP®, Series 63, Series 65
Irvine, CA
Three Arch Wealth Management LLC
Tyler Vasquez is a CFP® professional with six years of industry experience, currently serving as an advisor at Three Arch Wealth Management LLC. His prior roles include positions at Index Fund Advisors and JP Morgan Securities, LLC. Three Arch Wealth Management provides discretionary wealth management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios of mutual funds and ETFs.
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