Arca Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Arca Wealth reports 1,121 clients. They include 671 individual clients, 437 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 94.2% ($1.2B across 4,713 accounts) are managed with discretion; $73.3M across 196 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 15% |
| High-net-worth individuals | 39% | 74% |
| Pension and profit-sharing plans | <1% | 9% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 671 | $195M | 15.3% | $290K |
| High-net-worth individuals | 437 | $936M | 73.7% | $2.14M |
| Pension and profit-sharing plans | 6 | $114M | 9.0% | $19M |
| Charitable organizations | Fewer than 5 | $226K | 0.0% | — |
| Corporations and other businesses | 7 | $24.5M | 1.9% | $3.49M |
| Total | 1,121 | $1.27B | 100% | — |
- Clients
- 671
- Regulatory AUM
- $195M
- AUM share
- 15.3%
- Avg. per client
- $290K
- Clients
- 437
- Regulatory AUM
- $936M
- AUM share
- 73.7%
- Avg. per client
- $2.14M
- Clients
- 6
- Regulatory AUM
- $114M
- AUM share
- 9.0%
- Avg. per client
- $19M
- Clients
- Fewer than 5
- Regulatory AUM
- $226K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $24.5M
- AUM share
- 1.9%
- Avg. per client
- $3.49M
Total
- Clients
- 1,121
- Regulatory AUM
- $1.27B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Arca Wealth charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Financial planning without asset management is charged hourly at $200 to $300, depending on the professional rendering the service.
Arca Financial Inc. owns 75% or more of Arca Wealth and is in turn owned by Rron Rexha (25–50%), Venrock Associates IX, L.P. (25–50%) and General Catalyst Group Xii - Ignition, L.P. (25–50%). It has 28 employees, 11 of them in advisory roles.
Leadership
- Rron RexhaCEO/Managing Member
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Frederick John Bohlander
- Daniel Harton Christenson
- Bryan Timmins Monteverde
- Craig William Pfau
- Brian Charles Salcetti
- Steven Jacob Scott
- Trevor Stanley Simon
- Joseph Robert Skees
- John William Slattery
- Paul Stephen Stanley
- Peter Crawford Waitkun
- Matthew Daniel Wasp
Staff
- 28 employees
- 11 in advisory functions
- 11 state-registered reps
- 7 insurance agents
- Owns 75% or more of Arca Wealth, LLC
Arca Financial Inc.
Control person · since October 2025
- Owns 25% to 50% of Arca Financial Inc.
Rron Rexha
Control person · since October 2025
- Owns 25% to 50% of Arca Financial Inc.
Venrock Associates IX, L.P.
since October 2025
- Owns 25% to 50% of Arca Financial Inc.
General Catalyst Group Xii - Ignition, L.P.
since October 2025
Arca Wealth’s regulatory assets grew 5.1× from $247M (March 2021) to $1.27B (September 2026); clients rose from 423 to 1,121 and employees from 6 to 28. In 2026, Sandbox Financial Partners joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.27B | 1,121 | 28 | 7 |
| March 2025 | $445M | 540 | 9 | 2 |
| April 2024 | $357M | 494 | 8 | 2 |
| March 2023 | $253M | 443 | 8 | 1 |
| March 2022 | $292M | 390 | 6 | 1 |
| March 2021 | $247M | 423 | 6 | 1 |
Firms that joined
20261 joined
- Sandbox Financial PartnersNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Arca Wealth has 6 offices (5 private residences, listed without an address), with 2 listed addresses in Maryland and New Hampshire.
Maryland · 1 listed address
- 6903 Rockledge Drive, Bethesda
New Hampshire · 1 listed address
- 22 Deer Street, Suite 200, PortsmouthHQ
Other business names
Arca Wealth has reported 1 other business name to the SEC.
- Sandbox Financial Partners
Contact and registration details
- Legal name
- Arca Wealth, LLC
- Headquarters
- 22 Deer Street, Suite 200, Portsmouth, NH 03801
- Website
- arcawealth.com
- Phone
- 603-610-8881
- SEC file
- 801-92174
- Founded
- 2015
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Arca Wealth uses Charles Schwab ($621M, 55%) and Fidelity ($498M, 45%) as custodians for its separately managed accounts. Arca Wealth has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $621M55%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $498M45%
At year end, Arca Wealth’s separately managed accounts were mostly in stocks (50%) and funds (22%).
What the accounts hold
- Stocks50%
- Funds22%
- Bonds20%
- Investment grade corporate bonds10%
- U.S. government and agency bonds9%
- State and local bonds1%
- Cash7%
- Other1%
- Fee-based annuities1%
How many clients does Arca Wealth have?
Arca Wealth has 1,121 clients and manages $1.27 billion for them, as of September 2026. They include 671 individual clients, 437 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Arca Wealth offer?
Arca Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Arca Wealth charge?
Arca Wealth charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does Arca Wealth use?
Arca Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $621M and Fidelity Brokerage Services LLC (Boston, MA), with $498M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Arca Wealth have?
Arca Wealth has 11 investment adviser representatives registered with state securities authorities, out of 28 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arca Wealth invest in?
At the end of its last fiscal year, Arca Wealth’s separately managed accounts held 50% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 9% U.S. government and agency bonds, 7% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Fee-Based Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Arca Wealth have a minimum investment?
Yes, Arca Wealth’s minimum account size for its Asset Management is $500K.
Who owns Arca Wealth?
Arca Wealth is owned through a holding company by Rron Rexha, Venrock Associates IX, L.P. and General Catalyst Group Xii - Ignition, L.P. Its direct owner is Arca Financial Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Arca Wealth get paid?
Arca Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Arca Wealth registered with the SEC?
Yes, Arca Wealth has been registered with the SEC as an investment adviser since 17 April 2015. Its CRD number is 174765 and its SEC file number is 801-92174.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Arca Wealth?
Arca Wealth’s main office is at 22 Deer Street, Suite 200, Portsmouth, NH 03801. Its phone number is 603-610-8881. Its website is arcawealth.com.