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WEALTHARCH INVESTMENT SERVICES, LLC

CRD No. 170601 | California | RIA/Wealth Manager | Last Form ADV Filed on 05 Apr 2024 | Registration: State
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WealthArch Investment Services, LLC is a California Limited Liability Company founded by Earl J. Yaokasin in 2014. The company offers financial planning and portfolio management services to clients. Financial planning services include evaluating the client's financial situation, goals, and risk tolerance, providing recommendations, and implementing solutions. Wealth management services involve managing client accounts on a discretionary and non-discretionary basis, with portfolios tailored to individual client objectives and risk parameters. Additionally, the company offers subscription services for clients who prefer to manage their own investments. As of December 31, 2023, WealthArch manages $11,762,394 in client assets on a discretionary basis and $613,328 on a non-discretionary basis. The company does not sponsor a wrap program and tailors its services to meet each client's specific needs, allowing clients to impose restrictions on investing in certain securities or industry sectors. Earl J. Yaokasin is the owner and investment adviser representative of WealthArch Investment Services, LLC.

Identifying Information
CRD No.
170601
Latest Filing
05 Apr 2024
Form of Organization
Limited Liability Company
Legal Domicile
CA, United States
Registration
State
State Regulator Details
CA | APPROVED | 2014-03-21
Contact Details
Street Address
1122 E GREEN ST, STE 206
City
PASADENA
Postal Code
91106
Location
California, United States
Phone
000-000-0000
Company Information
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
30 %
Total Reg. AUM $12,375,722
Discretionary $11,762,394
Non-Discretionary $613,328
$12.38M
Employee Strength 1
1
No. of Accounts 55
Discretionary 47
Non-Discretionary 8
55

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Direct Owners
YAOKASIN, EARL JORDAN, SIAO
MANAGING MEMBER/CCO (75% or more)

SEC Links
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