WATKINSVILLE, GACRD 123735Latest ADV January 13, 2026
Arch Partners Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Watkinsville, GA. Its latest Form ADV filing, dated January 13, 2026, reports $109M in regulatory assets under management, 3 employees, 1 office, and 568 accounts.
Assets Under Management
$109M
Employees
3
Offices
1 office
Total Clients
251
Primary office
WATKINSVILLE, GA
3651 MARS HILL RD, SUITE 2100, WATKINSVILLE, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
159
2
HNWI
33.9%
85
3
Corporations
2.8%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of January 13, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts568
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee84:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.