Wealtharch Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,414,823
Clients
30
10% high-net worth
Advisors
1
of 1 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
30
TypicalAverage account size
$747,161
About
WealthArch Investment Services, LLC advises individuals, charities, and corporate entities and provides financial planning, portfolio/wealth management, and a subscription research service for self-directed investors. The firm is a single-advisor registered investment adviser and offers both one-time and ongoing planning as well as discretionary and non-discretionary portfolio management.
The firm follows a value-driven, fundamental analysis approach influenced by Benjamin Graham and Warren Buffett, focusing on intrinsic value and multi-year holding periods across U.S. equities of various capital sizes. Portfolios are built from a core set of securities that clients commonly hold in similar combinations while allocations are individualized by objectives and risk tolerance; financial planning work includes retirement projections and 401(k) reviews, and subscribers receive periodic email research updates.
Distinctive features for a solo independent adviser include a formal paid subscription service with tiered options for research updates and documented processes for plan-related work, which aligns with the firm’s stated services for corporate and other business entities. The brochure also highlights international investing risks and discloses that the advisor manages roughly $23.6 million in client assets (primarily discretionary) and uses specific custodian arrangements and trade-aggregation practices in its operations.
Client services
Financial planning
Portfolio management
Subscription services
Expertise
Wealth management
General estate planning guidance
Cash flow / budgeting
Fee options
$500 one-time consulting fee for initial asset allocation review; $300 per quarter ongoing portfolio monitoring fee; $500 per quarter subscription service fee
$0 - $2,000,000: 1.00% Above $2,000,000+: 0.70% (1.00% minus 0.30% credit back)
$300 per hour for financial planning services
$500 per quarter for subscription service
Account minimum: $500,000 Minimum fee: $5,000 annually (minimum fee)
Main office location
Wealtharch Investment Services, LLC
1122 E Green St, Ste 206
Pasadena CA 91106, United States
Number of offices
1
Most active in
Wealtharch Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
California
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
Quick links
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