Becky Vasquez has been Managing Member and Co-Founder of Three Arch Wealth Management since October 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Three Arch Wealth Management LLC is an Irvine, CA firm with $662M under management, 256 clients and 3 advisers in one office, as of its August 2026 filing.
Becky Vasquez’s longest registration was 18 years at Index Fund Advisors, Inc. (2006–2025). Before joining Three Arch Wealth Management in 2025, Becky Vasquez was registered through Index Fund Advisors, Inc. and Churchill Management Group.
- – present · 1 yearIrvine, CA · Adviser representative · Firm CRD 333733
- Index Fund Advisors, Inc.– · 18 yearsIrvine, CA · Adviser representative · Firm CRD 109143
- Churchill Management Group– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 109651
Investment adviser representative registrations
Becky Vasquez is registered as an investment adviser representative in 2 states. The first approvals date from January 2025; the most recent is Texas, in August 2025.
- CaliforniaSince 8 January 2025
- TexasSince 6 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2005 |
| Series 2 | Non-Member General Securities Examination | 12 October 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Becky Rees Vasquez
- CRD
- 2554231
- Firm
- Three Arch Wealth Management · CRD 333733
- Role
- Managing Member and Co-Founder
- Office
- 300 SPECTRUM CENTER DRIVE, SUITE 1030, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Becky Vasquez work?
Becky Vasquez has been Managing Member and Co-Founder of Three Arch Wealth Management LLC since October 2024, and is a control person of the firm.
Is Becky Vasquez a financial advisor?
Yes. Becky Vasquez has a current investment-adviser registration in California and Texas, through Three Arch Wealth Management since January 2025.
How many years of experience does Becky Vasquez have?
Becky Vasquez has 21 years in the financial industry, since August 2005, across 3 adviser firms.
What exams has Becky Vasquez passed?
Becky Vasquez has passed 2 licensing exams: the Series 2 and Series 65. The earliest, the Series 2, was passed in October 1994.
Where did Becky Vasquez work before Three Arch Wealth Management?
Before Three Arch Wealth Management, Becky Vasquez was registered through Churchill Management Group, July 2005 to October 2006.
Where is Becky Vasquez based?
Becky Vasquez’s registered office is in Irvine, CA.
Is Becky Vasquez registered with FINRA?
No. Becky Vasquez has no current broker registration.
How can I verify Becky Vasquez’s record?
Search CRD 2554231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Becky Vasquez’s full registration record.