RIA Intel›Advisers›California›WEALTHARCH INVESTMENT SERVICES, LLC

WEALTHARCH INVESTMENT SERVICES, LLC

Advisory

PASADENA, CA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in CA

#4,163

of 5,480 advisers by AUM

Average account

$358K

across 66 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$23M

Non-Discretionary AUM$1M

Discretionary %95.7%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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