A complete list of active advisors currently associated with Three Arch Wealth Management LLC
Warmer can help you find a great advisor at Three Arch Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Three Arch Wealth Management LLC, 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 |
|---|---|---|
Irvine, CA
| 5
| |
Irvine, CA
| 0
| |
Irvine, CA
| 1
| |
Irvine, CA
| 21
| |
Irvine, CA
| 6
|
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