RIA Intelligence

THREE ARCH WEALTH MANAGEMENT LLC

CRD #333733 SEC #801-131587 IRVINE, CA (949) 400-7107
SEC Registered
Total AUM
$503M
Discretionary
$503M
Employees
5
Clients
0
Accounts
734

AUM Over Time

DateJul 2025
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$503M
Discretionary$503M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0