THREE ARCH WEALTH MANAGEMENT LLC

CRD 333733File 801-131587

APPROVED

Retail clients

Custody

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$662.4M

Above cohort median (national)

Discretionary AUM

$662.4M

Clients

256

826 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 8, 2025
Principal office: 300 SPECTRUM CENTER DRIVE, SUITE 1030, IRVINE, CA, 92618
Phone: (949) 400-7107
Website: http://www.threearchwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $662.4M
Discretionary AUM: $662.4M
Non-discretionary AUM: $0
Discretionary accounts: 826
Non-discretionary accounts: 0
Total accounts: 826
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$50K
Charitable organizations	Fewer than 5	$2.2M
High net worth individuals	118	$601.1M
Pension and profit sharing plans	Fewer than 5	$8.5M
Individuals (other than high net worth individuals)	138	$50.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

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

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.