Three ARCH Wealth Management LLC
SEC RegisteredYou Built Your Wealth, Now We Make It Work For You.
About the firm
Three Arch Wealth is a full-service, boutique wealth management firm serving families and institutions with $500k+ in investable assets. The firm operates under a fiduciary, fee-only model and employs CFP®-certified advisors. Their integrated approach, called The Three Arch Approach, addresses financial planning, investment management, and legacy building as one unified strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include comprehensive financial planning, goal setting, tax strategies, Social Security optimization, retirement account advice, Roth conversions, insurance solutions, withdrawal and deposit guidance, college savings planning, Medicare counsel, portfolio construction, global asset allocation, risk management, tax-efficient asset location, behavioral coaching, tax-loss harvesting, rebalancing, data-driven investing, consolidated reporting, and estate and legacy planning.
Who they serve
Families and institutions with $500k+ in investable assets, including retirees and pre-retirees, high-income earners (such as doctors, executives, tech professionals, lawyers, pilots, and engineers), and founders and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 138 | $51M |
| High Net Worth Individuals | 118 | $601M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Three ARCH Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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