Three Arch Wealth Management was founded in October 2024 and is owned by co-founders Becky Vasquez and Tyler Vasquez, both formerly of Index Fund Advisors. The firm builds discretionary portfolios primarily from model allocations of mutual funds and ETFs, with an efficient-market tilt toward small-cap, value, and high-profitability stocks, and may also use individual stocks, bonds, and REITs. Where it places client assets with an outside independent manager, the combined fee is capped at 1.75% annually.
Overview
- Headquarters
- Irvine, CA
- Total Firm Assets
- $662 million
- Average High-Net-Worth Client Portfolio Size
- $5.1 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Fee Disclosure
Source: THREE ARCH WEALTH DISCLOSURE BROCHURE (2026-06-29) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.90% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | $50,000,000 | 0.30% |
| $50,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $36,000 | 0.72% |
| $10 million | $61,000 | 0.61% |
| $50 million | $196,000 | 0.39% |
| $100 million | $296,000 | 0.30% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 90.73%
- Number of High-Net-Worth Clients
- 118
- Total Client Accounts
- 826
- Discretionary Accounts
- 826
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 333733
- THREE ARCH WEALTH DISCLOSURE BROCHURE (2026-06-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗