# Wealtharch Investment Services, LLC

> Wealtharch Investment Services, LLC is a state-registered investment advisory firm in Pasadena, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 170601
- Filed as: WEALTHARCH INVESTMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170601
- AdvisorCensus page: https://advisorcensus.com/firm/wealtharch-investment-services-llc-pasadena-ca-170601

## Quick answers

**How is Wealtharch Investment Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealtharch Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealtharch Investment Services, LLC located?**
Wealtharch Investment Services, LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Wealtharch Investment Services, LLC registered with the SEC or a state?**
Wealtharch Investment Services, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170601.

**How much does Wealtharch Investment Services, LLC manage?**
Wealtharch Investment Services, LLC reports $23,604,418 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (96% discretionary).

**What types of clients does Wealtharch Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (3).

**Does Wealtharch Investment Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170601

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,604,418
- Discretionary: $22,587,972
- Non-discretionary: $1,016,446

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $14,552,133 |
| High net worth individuals | 3 | $7,862,690 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,189,595 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealtharch.com
- LinkedIn @WEALTHACRCH-INVESTMENT-SERVICES
- YouTube @WealthArchInvestmentServices

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealtharch Investment Services, LLC (CRD 170601): Form ADV filing data as of October 2026.