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Managing Member and Co-Founder · Three Arch Wealth Management LLC

Becky R. Vasquez

CRD 2554231 · Named on Form ADV at one SEC-registered adviser

At a glance

Three Arch Wealth Management LLC, an SEC-registered wealth manager based in Irvine, CA with $662 million in regulatory assets, lists Becky R. Vasquez on its Form ADV as Managing Member and Co-Founder, a control person.

Firms and roles

AtlasMembers

Becky’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Tyler R. VasquezManaging Member, Co-Founder, and Chief Compliance Officer, Three Arch Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Becky’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.