← Directory

ARCA WEALTH, LLC

CRD 174765File 801-92174
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $73.3M
Clients
1,121
4,909 accounts
Employees
28
Top 25% of cohort in NH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Apr 17, 2015
Principal office
22 DEER STREET, SUITE 200, PORTSMOUTH, NH, 03801
Phone
603-610-8881

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.27B
Discretionary AUM
$1.20B
Non-discretionary AUM
$73.3M
Discretionary accounts
4,713
Non-discretionary accounts
196
Total accounts
4,909
AUM per client
$1.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$24.5M
Charitable organizationsFewer than 5$226K
High net worth individuals437$936.1M
Pension and profit sharing plans6$114.1M
Individuals (other than high net worth individuals)671$194.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jul 1, 2026Employees828increased by20
Jul 1, 2026Clients6161,121increased by505
Jul 1, 2026AUM$587,972,490$1,269,642,461increased by$681,669,971
Jul 1, 2026Accounts1,7294,909increased by3,180
Apr 1, 2026Employees98decreased by1
Apr 1, 2026Clients540616increased by76
Apr 1, 2026AUM$444,610,636$587,972,490increased by$143,361,854
Apr 1, 2026Accounts1,5451,729increased by184
May 1, 2025
vs Oct 1, 2022
Employees69increased by3
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients390540increased by150
May 1, 2025
vs Oct 1, 2022
AUM$292,496,013$444,610,636increased by$152,114,623
May 1, 2025
vs Oct 1, 2022
Accounts1,0981,545increased by447
Apr 1, 2022CustodyYesNo
Apr 1, 2022Clients423390decreased by33

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARCA WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCA WEALTH” 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.