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Arch Partners Wealth Management, Inc.

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Client assets under management

$105,800,941

Clients

244

35% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

81

High

Average account size

$433,610

About

Arch Partners Wealth Management, Inc. provides investment supervisory services, individual portfolio management, and financial planning to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and corporate clients. The firm reports discretionary assets under management of roughly $109 million and primarily uses mutual funds and exchange‑traded funds in client accounts.

The firm primarily practices passive investment management, constructing portfolios from index mutual funds and ETFs to gain targeted asset‑class exposure, and generally manages client accounts on a discretionary basis. Financial planning is offered as a complementary service, producing a written plan that addresses taxes, investments, insurance, retirement, estate matters and related financial topics within a defined delivery timeframe.

What is distinctive for a firm of this size is that certain principals are licensed to sell life and health insurance and operate an insurance practice, and they may implement insurance transactions for clients for which they receive customary commissions; the brochure discloses that such commission income does not offset advisory fees. The firm also describes specific policies to disclose and mitigate conflicts of interest arising from those insurance activities and maintains third‑party custodial arrangements rather than taking custody of client assets.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Tax-loss harvesting Passive / index investing

Fee options

Fixed

Typically ranges from $250 to $1,000 for financial planning services

Percentage

0.50% to 1.5%

Project-based

$100 per hour for financial planning services

Other

Account minimum: $100,000

Main office location

Arch Partners Wealth Management, Inc.

3651 Mars Hill Rd, Suite 2100

Watkinsville GA 30677, United States

Number of offices

2

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Worde M

Series 65, Series 66

Lawrenceville, GA

Arch Partners Wealth Management, Inc.

Worde McClung is a financial advisor with Arch Partners Wealth Management, Inc. in Lawrenceville, GA, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Maximum Wealth Management Inc. since 2019 and has managed The McClung Agency LLC/Arch Partners Insurance since 2016. Outside of advising, he serves as CEO of an insurance agency specializing in property and casualty insurance. Arch Partners Wealth Management, Inc. provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily uses passive investment strategies with index mutual funds and ETFs and manages approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
user avatar

Ralph M

CFP®, Series 63, Series 65

Watkinsville, GA

Arch Partners Wealth Management, Inc.

Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
user avatar

Robert G

Series 63, Series 66

Lawrenceville, GA

Arch Partners Wealth Management, Inc.

Robert Gaillard is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling individual life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, profit-sharing, and corporate clients. The firm primarily uses passive investment strategies with mutual funds and ETFs and manages approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
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