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Three Arch Wealth Management LLC

● SEC registered since 2025CRD 333733SEC# 801-131587Irvine, CA
Export (members)
Reg. AUM
$503M
Employees
5
Accounts
734
Location
Irvine, CA

Three Arch Wealth Management LLC assets under management

Three Arch Wealth Management LLC is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2025. It reports $503 million in regulatory assets under management and employs 5 people.

Three Arch Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Becky Rees Vasquez ControlManaging Member And Co-Founder50-75%2024
Tyler Richard Vasquez ControlManaging Member, Co-Founder, And Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Three Arch Wealth Management LLC manage?

Three Arch Wealth Management LLC reports $503 million in regulatory assets under management on its Form ADV.

How many employees does Three Arch Wealth Management LLC have?

Three Arch Wealth Management LLC reports 5 employees.

Where is Three Arch Wealth Management LLC located?

Three Arch Wealth Management LLC is based in Irvine, CA and has been SEC-registered since 2025.

Does Three Arch Wealth Management LLC disclose fund performance?

Three Arch Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Spectrum Center Drive, Suite 1030, Irvine, CA 92618
Phone(949) 400-7107
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$503M
Non-discretionary$0
Total (RAUM)$503M