Arkhe Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$410,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$41,000
About
Arkhe Wealth Management LLC, founded in January 2025 and newly established as an advisory practice, primarily works with non‑U.S., Spanish‑speaking clients from Latin America who seek access to U.S. financial markets and diversification from regional and currency risks. The firm provides discretionary and non‑discretionary investment management alongside standalone financial consulting, financial planning, and strategic advisory services, each framed by a written Investment Policy Statement.
The firm follows a long‑term, fundamentals‑driven, core‑satellite approach that uses broad‑market ETFs as the portfolio core and individual large‑cap equities as satellite positions, and it may incorporate options strategies (covered calls and protective puts), rebalancing, and a strategic liquidity reserve in discretionary accounts. While Arkhe uses tiered percentage‑of‑AUM management fees typical of its peer group, it also offers fixed‑fee and hourly engagements for financial consulting and planning, with the availability of hourly billing being uncommon among managers in this category.
Noteworthy operational features include a founder‑led structure whose principal combines formal securities‑market training with project management and corporate governance experience, and an explicit focus on clients who initiate contact and confirm cross‑border eligibility rather than active solicitation. Arkhe does not take physical custody of client assets, will not vote proxies on clients’ behalf, and provides quarterly portfolio reports while clients retain independent custodians, which may be relevant to international investors prioritizing transparent custody and reporting.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Active portfolio management
Wealth management
Demographic focus
Immigrants
Hispanic/Latino/Latinx
Fee options
Fixed fees for financial planning and strategic advice range from $300 to $10,000 per engagement
$0 - $100,000: 3.0% discretionary, 2.5% non-discretionary annually $100,001 - $250,000: 2.5% discretionary, 2.0% non-discretionary annually $250,001 - $500,000: 2.0% discretionary, 1.5% non-discretionary annually $500,001 - $1,000,000: 1.5% discretionary, 1.0% non-discretionary annually $1,000,001+: 1.0% discretionary and non-discretionary annually
$150 per hour
Account minimum: $25,000 Minimum fee: Discretionary accounts: $1,500 annually ($375 per quarter); Non-discretionary accounts: $1,000 annually ($250 per quarter) Fee-only: Financial Consulting Services and financial planning fixed fees range from $300 to $10,000 per engagement; hourly fees at $150 per hour
Main office location
Arkhe Wealth Management
701 Brickell Ave, Ste 1550
Miami FL 33131, United States
Number of offices
1
Most active in
Arkhe Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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