Arca Wealth, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 1,121
- Avg AUM / client
- $1.1M
- Accounts
- 4,909
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 671 | $195M | 15.3% |
| High net worth individuals | 437 | $936M | 73.7% |
| Pension and profit sharing plans | 6 | $114M | 8.99% |
| Charitable organizations | Fewer than 5 | $226K | 0.02% |
| Corporations and other businesses | 7 | $24.5M | 1.93% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Robert Skees | Member, Cco (8/2016) | CFP Chartered Financial Consultant | Jun 2015 (11y) | 50% – 75% |
| Paul Stephen Stanley | Member | CFP | Jun 2015 (11y) | 50% – 75% |
| Bryan Timmins Monteverde | Registered representative | Oct 2022 (4y) | ||
| Trevor Stanley Simon | Registered representative | May 2023 (3y) | ||
| Peter Crawford Waitkun | Registered representative | Mar 2024 (2y) | ||
| John William Slattery | Registered representative | Apr 2026 (0y) | ||
| Blake Barrett Millard | Registered representative | CFA | Jun 2026 (0y) | |
| Brian Charles Salcetti | Registered representative | Jun 2026 (0y) | ||
| Daniel Harton Christenson | Registered representative | Jun 2026 (0y) | ||
| Steven Jacob Scott | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $621M (49% of AUM) Jul 2026
- Fidelity Brokerage Services $498M (39% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗