Becky R. Vasquez

THREE ARCH WEALTH MANAGEMENT | Senior Vice President, Wealth Advisor

IRVINE, CA 92618

CRD#: 2554231

Professional summary

Becky Rees Vasquez, CFP®, who also goes by Becky R. Vasquez, Becky Vasquez, is a registered financial advisor currently at THREE ARCH WEALTH MANAGEMENT LLC located in Irvine, California.

Becky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Becky has worked at 3 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

What are your service offerings?

Institutional consulting

Philanthropic services

Trust & estate planning

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Becky R. Vasquez | Becky Vasquez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Becky Rees Vasquez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 8, 2025 - Present

THREE ARCH WEALTH MANAGEMENT LLC

Office #1: 300 Spectrum Center Drive Suite 1030, Irvine, CA 92618

RIA

CRD#: 333733

IRVINE, CA

Past

November 13, 2006 - January 10, 2025

INDEX FUND ADVISORS, INC.

RIA

CRD#: 109143

IRVINE, CA

Past

July 20, 2005 - October 26, 2006

CHURCHILL MANAGEMENT GROUP

RIA

CRD#: 109651

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THREE ARCH WEALTH MANAGEMENT LLC

CRD#: 333733 / SEC#: 801-131587

RIA

Registered Investment Advisory firm - (1/8/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/8/2025)

IAR

Texas
(8/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 10/12/1994

Non-Member General Securities Examination

Current Firm

THREE ARCH WEALTH MANAGEMENT LLC

CRD#: 333733 / SEC#: 801-131587

RIA

Registered Investment Advisory firm - (1/8/2025 Approved)

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Contact information

Main Address

300 Spectrum Center Drive Suite 1030, Irvine, CA 92618

Mailing Address

Phone number

(949) 400-7107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREE ARCH WEALTH DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	734
AUM (Assets Under Management)	$ 503,048,544

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Becky R. Vasquez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Becky Rees Vasquez's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREE ARCH WEALTH MANAGEMENT LLC

INDEX FUND ADVISORS, INC.

CHURCHILL MANAGEMENT GROUP

Primary Firm SEC Registration

THREE ARCH WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2005

Series 2

Date: 10/12/1994

Current Firm

THREE ARCH WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THREE ARCH WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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