# Three Arch Wealth Management LLC

> Three Arch Wealth Management LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 333733
- Filed as: THREE ARCH WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333733
- AdvisorCensus page: https://advisorcensus.com/firm/three-arch-wealth-management-llc-irvine-ca-333733

## Quick answers

**How is Three Arch Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Three Arch Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Three Arch Wealth Management LLC located?**
Three Arch Wealth Management LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Three Arch Wealth Management LLC registered with the SEC or a state?**
Three Arch Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333733.

**How much does Three Arch Wealth Management LLC manage?**
Three Arch Wealth Management LLC reports $662,439,902 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Three Arch Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Three Arch Wealth Management LLC: Regulatory assets under management: $503,048,544 in the October 2025 data and $662,439,902 in the October 2026 data, up 32%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Three Arch Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (118).

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

**Does Three Arch Wealth Management 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/333733

**Does Three Arch Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "Three Arch Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, endowments, foundations, and retirement plans. Three Arch Wealth generally requires a minimum relationship size of $500,000 to effectively implement its investment process."

**What changed in Three Arch Wealth Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: $500,000

> Three Arch Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, endowments, foundations, and retirement plans. Three Arch Wealth generally requires a minimum relationship size of $500,000 to effectively implement its investment process.

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.

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: $662,439,902
- Discretionary: $662,439,902
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $50,610,181 |
| High net worth individuals | 118 | $601,050,495 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,502,230 |
| Charitable organizations | Fewer than 5 | $2,226,731 |
| Corporations or other businesses not listed above | Fewer than 5 | $50,265 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, ID, IL, MA, NE, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- threearchwealth.com
- Facebook facebook.com
- Instagram @threearchwealth
- LinkedIn @three-arch-wealth-management
- YouTube @ThreeArchWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $503,048,544 | 5 | July 8, 2025 |
| October 2026 | $662,439,902 | 5 | August 31, 2026 |

Regulatory assets under management: $503,048,544 in the October 2025 data and $662,439,902 in the October 2026 data, up 32%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $503,048,544 to $662,439,902 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Three Arch Wealth Management LLC (CRD 333733): Form ADV filing data as of October 2026.