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LA

Lucas Aiache Arfelli

LARCH CAPITAL PARTNERS LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 6306169
LA

Professional summary

Lucas Aiache Arfelli, CPWA®, who also goes by Lucas Arfelli, is a registered financial advisor currently at LARCH CAPITAL PARTNERS LLC located in Miami, Florida.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lucas has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lucas Arfelli

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 Lucas Aiache Arfelli'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®
CPWA®

Certified Private Wealth Advisor

Start date: 2022-09-19

Expire date: 2024-08-31

Experience

Current

September 3, 2021 - Present

LARCH CAPITAL PARTNERS LLC

Office #1: 201 S. Biscayne Boulevard Suite 900, Miami, FL 33131
RIA
CRD#: 307653
Miami, FL

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".
LC
LARCH CAPITAL PARTNERS LLC
LARCH CAPITAL PARTNERS LLC

CRD#: 307653 / SEC#: 801-118304

RIA
Registered Investment Advisory firm - (3/25/2020 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
Florida
(9/3/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/20/2021
Securities Industry Essentials Examination

Current Firm

LC
LARCH CAPITAL PARTNERS LLC
LARCH CAPITAL PARTNERS LLC

CRD#: 307653 / SEC#: 801-118304

RIA
Registered Investment Advisory firm - (3/25/2020 Approved)
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Contact information

Main Address
201 S. Biscayne Boulevard Suite 900, Miami, FL 33131
Mailing Address
Phone number
(786) 677-4120
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/31/2025)

Regulatory assets under management

Total Number of Accounts462
AUM (Assets Under Management)$ 1,669,466,272

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.

Company Information

LARCH CAPITAL PARTNERS LLC

CRD#: 307653Miami, FL 33131

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