Three Arch Wealth Management LLC
● SEC registered since 2025CRD 333733SEC# 801-131587Irvine, CA
Reg. AUM
$662.4M
Employees
5
Accounts
826
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 $662.4 million in regulatory assets under management and employs 5 people.
Three Arch Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Becky Rees Vasquez Control | Managing Member And Co-Founder | 50-75% | 2024 |
| Tyler Richard Vasquez Control | Managing Member, Co-Founder, And Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Three Arch Wealth Management LLC manage?
Three Arch Wealth Management LLC reports $662.4 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
| Address | 300 Spectrum Center Drive, Suite 1030, Irvine, CA 92618 |
| Phone | (949) 400-7107 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$662.4M▲ 32%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$662.4Mregulatory AUM
Discretionary $662.4M