Prominent Advisory Team Launches Three Arch Wealth Management and Surpasses $500 Million in Assets in First Four Months

IRVINE, Calif.--(BUSINESS WIRE)--Three Arch Wealth Management, an independent RIA firm, recently launched and experienced impressive growth, having surpassed $500 million in assets under management (AUM) just four months after opening its doors.

Based in Orange County, CA, Three Arch Wealth was founded by an experienced breakaway team from Index Fund Advisors. The team sought greater investment access, strategic independence and additional capabilities for higher-net-worth clientele.

“We launched Three Arch Wealth to deliver highly-personalized advice and investment management that puts our clients' best interests first—always,” said Becky Vasquez, Co-Founder and Wealth Advisor. “Surpassing half a billion in assets so quickly is a reflection of the trust our clients place in us and the value of our in-depth services.” Becky has previously landed on the prestigious “best of” lists published by Forbes and contributed to the field as part of a small but growing group of women who have founded RIA firms.

As fiduciaries, the firm offers comprehensive wealth management services including investment management, financial planning, retirement and estate guidance, and proactive tax strategies. With a boutique feel and institutional-quality resources, the firm has earned the confidence of long-standing clients who transitioned with the team as well as new clients seeking long-term, trustworthy wealth management. The firm specializes in serving high-net-worth individuals, families, and endowments.

“Our goal is simple: deliver valuable, data-driven advice with the highest standard of care,” added Tyler Vasquez, Co-Founder and Wealth Advisor. “This growth validates that our model fits a need for clients, and we’re excited to continue building meaningful relationships that last for generations.”

Clients who transitioned from the team’s prior practice say Three Arch Wealth “has been incredibly professional, communicative and thorough” and that “they explain things clearly, are quick to respond to any questions, and truly make you feel supported every step of the way.”

Three Arch Wealth plans to thoughtfully expand its presence while maintaining a high-touch client experience.

To request an introduction to the Three Arch Wealth team, please visit their website at www.threearchwealth.com or contact Tyler’s info below.

For important disclosures, please visit: www.threearchwealth.com/disclosures