Wealtharch Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthArch Investment Services, LLC advises individuals, charities, and corporate entities and provides financial planning, portfolio/wealth management, and a subscription research service for self-directed investors. The firm is a single-advisor registered investment adviser and offers both one-time and ongoing planning as well as discretionary and non-discretionary portfolio management.
The firm follows a value-driven, fundamental analysis approach influenced by Benjamin Graham and Warren Buffett, focusing on intrinsic value and multi-year holding periods across U.S. equities of various capital sizes. Portfolios are built from a core set of securities that clients commonly hold in similar combinations while allocations are individualized by objectives and risk tolerance; financial planning work includes retirement projections and 401(k) reviews, and subscribers receive periodic email research updates.
Distinctive features for a solo independent adviser include a formal paid subscription service with tiered options for research updates and documented processes for plan-related work, which aligns with the firm’s stated services for corporate and other business entities. The brochure also highlights international investing risks and discloses that the advisor manages roughly $23.6 million in client assets (primarily discretionary) and uses specific custodian arrangements and trade-aggregation practices in its operations.
Client services
Expertise
Fee options
$500 one-time consulting fee for initial asset allocation review; $300 per quarter ongoing portfolio monitoring fee; $500 per quarter subscription service fee
$0 - $2,000,000: 1.00% Above $2,000,000+: 0.70% (1.00% minus 0.30% credit back)
$300 per hour for financial planning services
$500 per quarter for subscription service
Account minimum: $500,000 Minimum fee: $5,000 annually (minimum fee)
Main office
1122 E Green St, Ste 206
Pasadena CA 91106
Advisors at this office
1
Most active in
California
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.
Forms ADV
Quick links
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