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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VASQUEZ, BECKY, R.IMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, R.IMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, R.IMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, R.IMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, REESIMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, REESIMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, BECKY, REESIMANAGING MEMBER AND CO-FOUNDERD Control
VASQUEZ, TYLER, RICHARDIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
VASQUEZ, TYLER, RICHARDIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
VASQUEZ, TYLER, RICHARDIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
Vasquez, TylerIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
Vasquez, TylerIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
Vasquez, TylerIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control
Vasquez, TylerIMANAGING MEMBER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Jul 8, 2025 REGISTERED

Notice Filings (10)

CA FL IL MA NE NY OR TX UT WA

Address

300 SPECTRUM CENTER DRIVE
SUITE 1030
IRVINE, CA 92618
United States
Phone: (949) 400-7107