Arch Partners Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Arch Partners Wealth Management reports 251 clients. They include 159 individual clients, 85 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 100.0% ($109M across 568 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 62% |
| High-net-worth individuals | 34% | 35% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 3% | 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) | 159 | $67.6M | 62.0% | $425K |
| High-net-worth individuals | 85 | $38.2M | 35.0% | $449K |
| Charitable organizations | Fewer than 5 | $1.17M | 1.1% | — |
| Corporations and other businesses | 7 | $2.18M | 2.0% | $311K |
| Total | 251 | $109M | 100% | — |
- Clients
- 159
- Regulatory AUM
- $67.6M
- AUM share
- 62.0%
- Avg. per client
- $425K
- Clients
- 85
- Regulatory AUM
- $38.2M
- AUM share
- 35.0%
- Avg. per client
- $449K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.17M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $2.18M
- AUM share
- 2.0%
- Avg. per client
- $311K
Total
- Clients
- 251
- Regulatory AUM
- $109M
- 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
- 0
Arch Partners Wealth Management charges 0.50%–1.50% a year for its Investment Supervisory Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $100 per hour, or as a fixed fee typically ranging from $250 to $1,000 depending on the arrangement.
Worde McClung owns 50% to 75% of Arch Partners Wealth Management. Worde McClung is CEO; the leadership team includes Chief Operating Officer Robert Gaillard and Chief Financial Officer Ralph McClung. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Arch Partners Wealth Management, Inc.
Worde McClung
Control person · since April 2020
- Owns 50% to 75% of Arch Partners Wealth Management, Inc.
Robert Gaillard
Control person · since March 2021
Besides its headquarters, Arch Partners Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Georgia · 1 listed address
- 3651 Mars Hill RD, Suite 2100, WatkinsvilleHQ
Other business names
Arch Partners Wealth Management has reported 2 other business names to the SEC.
- Arch Partners Insurance & Wealth Management
- Arch Partners Wealth Management & Insurance
Contact and registration details
- Legal name
- Arch Partners Wealth Management, Inc.
- Headquarters
- 3651 Mars Hill RD, Suite 2100, Watkinsville, GA 30677
- Website
- archpartnerswealth.com
- Phone
- 706-850-8877
- SEC file
- 801-135323
- Structure
- Georgia corporation
- Fiscal year end
- December
Arch Partners Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($109M). Arch Partners Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $109M100%
At year end, Arch Partners Wealth Management’s separately managed accounts were mostly in stocks (94%).
What the accounts hold
- Stocks94%
- Funds1%
- Bonds2%
- Cash3%
How many clients does Arch Partners Wealth Management have?
Arch Partners Wealth Management has 251 clients and manages $109 million for them, as of January 2026. They include 159 individual clients, 85 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 January 2026
What services does Arch Partners Wealth Management offer?
Arch Partners Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Arch Partners Wealth Management charge?
Arch Partners Wealth Management charges 0.50%–1.50% a year for its Investment Supervisory Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Source: PART 2A: FIRM BROCHURE - ARCH PARTNERS WEALTH MANAGEMENT, INC., filed 13 January 2026
Which custodians does Arch Partners Wealth Management use?
Arch Partners Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $109M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 January 2026
How many financial advisors does Arch Partners Wealth Management have?
Arch Partners Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Arch Partners Wealth Management invest in?
At the end of its last fiscal year, Arch Partners Wealth Management’s separately managed accounts held 94% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Arch Partners Wealth Management have a minimum investment?
Yes, Arch Partners Wealth Management’s minimum account size for its Investment Supervisory Services is $100K.
Source: PART 2A: FIRM BROCHURE - ARCH PARTNERS WEALTH MANAGEMENT, INC., filed 13 January 2026
Who owns Arch Partners Wealth Management?
Arch Partners Wealth Management’s direct owners are Worde McClung (50% to 75%) and Robert Gaillard (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 January 2026
How does Arch Partners Wealth Management get paid?
Arch Partners Wealth Management is paid through a percentage of assets under management and hourly charges. 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
How do I contact Arch Partners Wealth Management?
Arch Partners Wealth Management’s main office is at 3651 Mars Hill RD, Suite 2100, Watkinsville, GA 30677. Its phone number is 706-850-8877. Its website is archpartnerswealth.com.