{"url":"https://nivawealth.com/firms/arch-partners-wealth-management-123735","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/123735","regulatoryAum":109152241,"crd":"123735","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4044278","suffix":null,"lastName":"GAILLARD","firstName":"ROBERT","middleName":"CHRISTOPHER"},{"crd":"1332885","suffix":null,"lastName":"MCCLUNG","firstName":"RALPH","middleName":"ANDERSON"},{"crd":"4848308","suffix":null,"lastName":"MCCLUNG","firstName":"WORDE","middleName":"ANDERSON"}],"total":3,"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"},"secFileNumber":"801-135323","legalName":"Arch Partners Wealth Management, Inc.","displayName":"Arch Partners Wealth Management","slug":"arch-partners-wealth-management-123735","website":"https://archpartnerswealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/123735/71012cd4aed287bd-r1.webp","tone":"light","width":327,"height":200,"sourceUrl":"https://www.archpartnerswealth.com/","sourceLabel":"Arch Partners Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Georgia corporation","fiscalYearEnd":"December","headquarters":{"street":"3651 Mars Hill RD, Suite 2100","city":"Watkinsville","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30677"},"tradeNames":["Arch Partners Insurance & Wealth Management","Arch Partners Wealth Management & Insurance"],"registration":{"secApproved":"18 February 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":433610.4139344262,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":109152241,"discretionary":109152241,"discretionaryAccounts":568,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":159,"regulatoryAum":67649938},{"label":"High-net-worth individuals","clients":85,"regulatoryAum":38151003},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1171279},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":2180021}],"feePrograms":[{"role":"main","program":"Investment Supervisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001457","versionId":1001457,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-01-13","documentName":"PART 2A: FIRM BROCHURE - ARCH PARTNERS WEALTH MANAGEMENT, INC.","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":100000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001457","versionId":1001457,"submittedOn":"2026-01-13","documentName":"PART 2A: FIRM BROCHURE - ARCH PARTNERS WEALTH MANAGEMENT, INC."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:42:06.113245+00:00","documents":[{"name":"PART 2A: FIRM BROCHURE - ARCH PARTNERS WEALTH MANAGEMENT, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001457","versionId":1001457,"submittedOn":"2026-01-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":109152241}],"custodyNote":"Arch Partners Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Worde McClung","title":"Chief Executive Officer, Chief Compliance Officer","crd":"4848308"},{"name":"Ralph McClung","title":"Chief Financial Officer","crd":"1332885"},{"name":"Robert Gaillard","title":"Chief Operating Officer","crd":"4044278"}],"ownership":[{"label":"Worde McClung","detail":"Chief executive officer, chief compliance officer in the 50% to 75% ownership band and a control person, since April 2020."},{"label":"Robert Gaillard","detail":"Chief operating officer in the 50% to 75% ownership band and a control person, since March 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"3651 Mars Hill RD, Suite 2100","city":"Watkinsville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"706-850-8877","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":94},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"13 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/123735/PDF/123735.pdf","brochureDate":"13 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001457","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 Arch Partners Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arch Partners Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Arch Partners Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Arch Partners Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arch Partners Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arch Partners Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Arch Partners Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Arch Partners Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arch Partners Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Arch Partners Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 January 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."}