Arca Archa, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,836,349
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
41
5% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$264,301
About
Arca Archa LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and some corporate entities. The firm documents each client’s situation with an Investment Policy Statement and offers implementation and monitoring services tailored to those statements.
The adviser uses a mix of charting, fundamental, technical and cyclical analysis and may employ long‑term and short‑term purchases, trading, and option strategies when appropriate. Accounts are managed primarily on a non‑discretionary basis, are reviewed at least monthly, and clients receive regular custodial and firm reports, so trading generally requires client authorization.
What is distinctive about the firm is that nearly all assets are managed non‑discretionarily, an arrangement that is uncommon among peers. The firm’s principal is also a licensed insurance agent and may recommend commissionable insurance products (a disclosed potential conflict of interest), and the practice — operated by a single advisor — documents personal trading restrictions and uses options strategies, including uncovered options, which is relatively uncommon for a small advisory firm.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Financial planning fixed fees between $200 and $10,000
$1 - $50,000: 1.00% $50,001 - $100,000: 0.90% $100,001 - $250,000: 0.80% $250,001 - $1,000,000: 0.70% $1,000,001 - $5,000,000: 0.60% Above $5,000,000+: 0.50%
Hourly financial planning fees between $50 and $350
Fee-only: Financial planning fixed fees between $200 and $10,000; hourly fees between $50 and $350
Main office location
Arca Archa, LLC
Abington PA, United States
Number of offices
1
Most active in
Arca Archa, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")