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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-2014
- Office Locations
- 1
Office Locations
About Wealtharch Investment Services, LLC
WealthArch Investment Services is an independent Pasadena-based fiduciary wealth manager led by portfolio manager Earl Yaokasin, CFA. The firm serves high-net-worth individuals and institutions with actively managed investment management plus financial independence, contingency, education, and tax planning. Portfolios follow a value, margin-of-safety discipline built for downside protection; Yaokasin invests his own assets in the same strategies alongside clients.
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Owner & Executives
EARL JORDAN SIAO YAOKASIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4578337
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,587,972 | -- |
| Non-Discretionary | $1,016,446 | -- |
| Total | $23,604,418 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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