Three Arch Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 29, 2026, reports $662M in regulatory assets under management, 5 employees, and 826 accounts.
Assets Under Management
$662M
Employees
5
Offices
--
Total Clients
256
Primary office
IRVINE, CA
300 SPECTRUM CENTER DRIVE, SUITE 1030, IRVINE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.9% of total clients.
Top client categories% of clientsClients
1
Individuals
53.9%
138
2
HNWI
46.1%
118
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$662Mas of April 29, 2026
Discretionary100.0%
$662M
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.
Total AUM$662M
Total Accounts826
10Y AUM Change+$662M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee51:1
10Y Employee Change+3 (+150.0%)
* 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.