CRD: 333733
Three Arch Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2025
- Office Locations
- 1
Office Locations
About Three Arch Wealth Management LLC
Three Arch Wealth Management is a boutique, independent fiduciary wealth manager in Irvine, CA led by CFP professionals. The team builds custom financial plans and long-term, data-driven portfolios with an emphasis on asset allocation, ETFs and index funds, and tax-aware planning. Provides comprehensive wealth management without commission products, using modern tools and proactive communication; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BECKY REES VASQUEZ
Co-founder, Managing Member
- CRD
- #2554231
- Ownership
- 50% but less than 75%
TYLER RICHARD VASQUEZ
Chief Compliance Officer, Co-founder, Managing Member, Wealth Advisor
- CRD
- #7260149
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Sunni Danae Allen
Client Service Specialist
- CRD
- #6621073
Sasha Yuiko Childers
Portfolio Manager / Client Services Specialist
- CRD
- #8235230
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $662,439,902 | $801,985 |
| Non-Discretionary | $0 | -- |
| Total | $662,439,902 | $801,985 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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