{"url":"https://nivawealth.com/firms/arca-wealth-174765","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174765","regulatoryAum":1269642461,"crd":"174765","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2111955","suffix":null,"lastName":"BOHLANDER","firstName":"FREDERICK","middleName":"JOHN"},{"crd":"6337719","suffix":null,"lastName":"CHRISTENSON","firstName":"DANIEL","middleName":"Harton"},{"crd":"6717694","suffix":null,"lastName":"Monteverde","firstName":"Bryan","middleName":"Timmins"},{"crd":"4935902","suffix":null,"lastName":"PFAU","firstName":"CRAIG","middleName":"WILLIAM"},{"crd":"4719384","suffix":null,"lastName":"SALCETTI","firstName":"BRIAN","middleName":"CHARLES"},{"crd":"7314602","suffix":null,"lastName":"Scott","firstName":"Steven","middleName":"Jacob"},{"crd":"7682289","suffix":null,"lastName":"Simon","firstName":"Trevor","middleName":"Stanley"},{"crd":"2585891","suffix":null,"lastName":"SKEES","firstName":"JOSEPH","middleName":"ROBERT"},{"crd":"5685136","suffix":null,"lastName":"Slattery","firstName":"John","middleName":"William"},{"crd":"2753911","suffix":null,"lastName":"STANLEY","firstName":"PAUL","middleName":"STEPHEN"},{"crd":"5069513","suffix":null,"lastName":"WAITKUN","firstName":"PETER","middleName":"CRAWFORD"},{"crd":"7124453","suffix":null,"lastName":"Wasp","firstName":"Matthew","middleName":"Daniel"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":246606649,"clients":423,"employees":6,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":292496013,"clients":390,"employees":6,"offices":1},{"filedOn":"2023-03-15","regulatoryAum":252513654,"clients":443,"employees":8,"offices":1},{"filedOn":"2024-04-12","regulatoryAum":357344239,"clients":494,"employees":8,"offices":2},{"filedOn":"2025-03-12","regulatoryAum":444610636,"clients":540,"employees":9,"offices":2},{"filedOn":"2026-09-28","regulatoryAum":1269642461,"clients":1121,"employees":28,"offices":7}],"acquisitions":[{"date":"2026-05-01","datePrecision":"month","name":"Sandbox Financial Partners","crd":"297858","source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.wealthmanagement.com/ria-news/ai-native-wealth-manager-arca-raises-64m"}],"secFileNumber":"801-92174","legalName":"Arca Wealth, LLC","displayName":"Arca Wealth","slug":"arca-wealth-174765","website":"https://arcawealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2015","organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"22 Deer Street, Suite 200","city":"Portsmouth","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03801"},"tradeNames":["Sandbox Financial Partners"],"registration":{"secApproved":"17 April 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Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052423","versionId":1052423,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-21","documentName":"ARCA FORM ADV 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-Alone Financial Planning","summary":"Financial planning without asset management is charged hourly at $200 to $300, depending on the professional rendering the service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052423","versionId":1052423,"submittedOn":"2026-07-21","documentName":"ARCA FORM ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:10:20.143902+00:00","documents":[{"name":"ARCA FORM ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052423","versionId":1052423,"submittedOn":"2026-07-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":620659951},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":497690000}],"custodyNote":"Arca Wealth has custody of client assets.","leadership":[{"name":"Rron Rexha","title":"CEO/Managing Member","crd":"8249840"},{"name":"Andrew Salcetti","title":"CCO","crd":"5906617"}],"ownership":[{"label":"Arca Financial Inc.","detail":"Owner/member in the 75% or more ownership band and a control person, since October 2025."},{"label":"Rron Rexha","detail":"Indirect owner: a owner of Arca Financial Inc. in the 25% to 50% band and a control person, since October 2025.","parent":"Arca Financial Inc."},{"label":"Venrock Associates IX, L.P.","detail":"Indirect owner: a owner of Arca Financial Inc. in the 25% to 50% band, since October 2025.","parent":"Arca Financial Inc."},{"label":"General Catalyst Group Xii - Ignition, L.P.","detail":"Indirect owner: a owner of Arca Financial Inc. in the 25% to 50% band, since October 2025.","parent":"Arca Financial Inc."}],"filedOffices":{"otherThanPrincipal":6,"privateResidences":5},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"6903 Rockledge Drive","city":"Bethesda"}]},{"state":"New Hampshire","offices":1,"addresses":[{"street":"22 Deer Street, Suite 200","city":"Portsmouth","headquarters":true}]}],"brochureServices":["estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-610-8881","stateRegisteredReps":11,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":1,"detail":"Fee-Based Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174765/PDF/174765.pdf","brochureDate":"21 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052423","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Arca Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arca Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Arca Wealth charge?","answer":"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.","source":"ARCA FORM ADV 2A, filed 21 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Arca Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arca Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arca Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Arca Wealth have a minimum investment?","answer":"Yes, Arca Wealth’s minimum account size for its Asset Management is $500K.","source":"ARCA FORM ADV 2A, filed 21 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Arca Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arca Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Arca Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Arca Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}