Data / Investment advisers / New Hampshire / Arca Wealth, LLC
Arca Wealth, LLC, Portsmouth, NH: $1.3 billion AUM, SEC registered investment adviser
Arca Wealth, LLC is an SEC registered investment adviser with its main office in Portsmouth, New Hampshire and reports $1.3 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 174765
- SEC file number
- 801-92174
- SEC status
- Approved, effective April 17, 2015
- Main office
- 22 Deer Street Suite 200, Portsmouth, NH 03801
- Phone
- (603) 610-8881
- Regulatory AUM
- $1,269,642,461 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $1,196,353,484
- Non discretionary AUM
- $73,288,977
- Accounts
- 4,909
- Employees
- 28, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 437 | $936.1 million |
| Individuals (other than high net worth individuals) | 671 | $194.7 million |
| Pension and profit sharing plans | 6 | $114.1 million |
| Corporations or other businesses | 7 | $24.5 million |
| Charitable organizations | Fewer than 5 | $226,467 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $1.27 billion | June 22, 2026 |
| April 1, 2026 | $588 million | March 25, 2026 |
| December 1, 2025 | $444.6 million | November 6, 2025 |
Other advisers in Portsmouth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Impax Asset Management LLC | Portsmouth | $8.94 billion | Not listed | adviserinfo.sec.gov |
| Matrix Capital Management Company, LP | Portsmouth | $2.32 billion | 2 | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | $1.99 billion | 1 | adviserinfo.sec.gov |
| Tide Cycle Resources LLC | Portsmouth | $1.85 billion | Not listed | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | $1.33 billion | Not listed | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | $813.4 million | Not listed | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | $688.3 million | Not listed | adviserinfo.sec.gov |
| Essential Planning, LLC | Portsmouth | $524.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portsmouth, NH
- Investment advisers in New Hampshire
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Arca Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.