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ARCH PARTNERS WEALTH MANAGEMENT, INC.
CRD 123735File 801-135323
APPROVED
Retail clients
Filing as of Jan 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$109.2M
Bottom 25% of cohort (national)
Discretionary AUM
$109.2M
Clients
251
568 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 18, 2026
- Principal office
- 3651 MARS HILL RD, SUITE 2100, WATKINSVILLE, GA, 30677
- Phone
- 706-850-8877
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.2M
- Discretionary AUM
- $109.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 568
- Non-discretionary accounts
- 0
- Total accounts
- 568
- AUM per client
- $435K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.2M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 85 | $38.2M |
| Individuals (other than high net worth individuals) | 159 | $67.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARCH PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCH PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.