# Arca Wealth, LLC

> Arca Wealth, LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 174765
- Filed as: ARCA WEALTH, LLC
- Also doing business as: SANDBOX FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174765
- AdvisorCensus page: https://advisorcensus.com/firm/arca-wealth-llc-portsmouth-nh-174765

## Quick answers

**How is Arca Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arca Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Arca Wealth, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Arca Wealth, LLC located?**
Arca Wealth, LLC's principal office is in Portsmouth, NH, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arca Wealth, LLC registered with the SEC or a state?**
Arca Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174765.

**How much does Arca Wealth, LLC manage?**
Arca Wealth, LLC reports $1,269,642,461 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (94% discretionary).

**How have Arca Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arca Wealth, LLC: Regulatory assets under management: $246,606,649 in the October 2021 data and $1,269,642,461 in the October 2026 data, up 415%. Total employees: 6 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arca Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (671); high net worth individuals (437); corporations or other businesses not listed above (7).

**Which custodians does Arca Wealth, LLC use?**
Arca Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Arca Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174765

**Does Arca Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "Arca requires each client to place at least $500,000 with the firm. This minimum may be waived in the discretion of Arca."

**What changed in Arca Wealth, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Arca’s asset management fees are based on a percentage of the gross market value of a client’s assets managed by Arca, and the fee range generally varies from 0.50% to 1.50% on an annual basis.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Arca requires each client to place at least $500,000 with the firm. This minimum may be waived in the discretion of Arca.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,269,642,461
- Discretionary: $1,196,353,484
- Non-discretionary: $73,288,977

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 671 | $194,744,781 |
| High net worth individuals | 437 | $936,079,318 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $114,139,143 |
| Charitable organizations | Fewer than 5 | $226,467 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $24,452,752 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 28 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, GA, LA, MA, MD, ME, MI, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- arcawealth.com
- briantalksmoney.com
- granitebaywm.com
- sandboxfinancial.com
- sandboxfp.com
- smarterwithbrian.com
- thesandboxdaily.com
- Facebook @granitebaywm
- Facebook @sandboxfp
- Instagram @sandboxfinancial
- LinkedIn @sandboxfp
- X @Sandbox_FP
- YouTube @SandboxFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,606,649 | 6 | March 30, 2021 |
| October 2022 | $292,496,013 | 6 | March 9, 2022 |
| October 2023 | $252,513,654 | 8 | August 11, 2023 |
| October 2024 | $357,344,239 | 8 | April 12, 2024 |
| October 2025 | $444,610,636 | 9 | March 12, 2025 |
| October 2026 | $1,269,642,461 | 28 | September 28, 2026 |

Regulatory assets under management: $246,606,649 in the October 2021 data and $1,269,642,461 in the October 2026 data, up 415%.
Total employees: 6 in October 2021 and 28 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in GA.

### July 2026
- Changed its legal name from Granite Bay Wealth Management, LLC to Arca Wealth, LLC.
- Employees performing advisory functions went from 6 to 11.
- Regulatory assets under management went from $587,972,490 to $1,269,642,461 (+116%).
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Added the business name Sandbox Financial Partners.
- Added an office in Bethesda, MD.
- Registered or notice-filed in DC, LA, MD, MI, NJ, PA, VA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $444,610,636 to $587,972,490 (+32%).
- Registered or notice-filed in SC.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arca Wealth, LLC (CRD 174765): Form ADV filing data as of October 2026.