CRD: 123735
Arch Partners Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 01-19-2006
- Office Locations
- 2
Office Locations
About Arch Partners Wealth Management, Inc.
Arch Partners Wealth Management is an independent, relationship-driven RIA serving families and business owners across Athens/Watkinsville and the Southeast. The team provides personalized financial planning, investment implementation, business services, and risk management to help clients grow and protect wealth through life stages. Public filings indicate portfolios are primarily ETF-based, with some cash and municipal bond exposure.
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Owner & Executives
ROBERT CHRISTOPHER GAILLARD
CHIEF OPERATING OFFICER, Director
- CRD
- #4044278
- Ownership
- 50% but less than 75%
WORDE ANDERSON MCCLUNG
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #4848308
- Ownership
- 50% but less than 75%
Atlas wave
Alpha timber vital
- CRD
- #30964
- Ownership
- 16.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,152,241 | $192,169 |
| Non-Discretionary | $0 | -- |
| Total | $109,152,241 | $192,169 |
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Separately Managed Accounts
Total SMA Asset: $109,152,241
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $852,365,710 | 22.3% |
| Cash | $473,961,202 | 12.4% |
| Municipal Bonds | $1,295,748,770 | 33.9% |
| Public Funds | $1,200,192,077 | 31.4% |
| Total | $3,822,267,759 | 100.0% |