WEALTHARCH INVESTMENT SERVICES, LLC

WEALTHARCH INVESTMENT SERVICES, LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 170601). Regulatory assets under management: $23.6M.

Registration

• CRD: 170601
• Type: Registered investment adviser
• Location: 1122 E GREEN ST, PASADENA, CA, 91106
• Phone: 626-888-2314
• Latest filing: 2026-01-16
• Regulatory AUM: $23.6M
• Discretionary AUM: $22.6M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170601 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search