Tyler R. Vasquez
THREE ARCH WEALTH MANAGEMENT
IRVINE, CA 92618
CRD#: 7260149
Professional summary
Three Arch Wealth is an independent, boutique, and fee-only wealth management firm that specializes in serving pre-retirees, retirees, high-income professionals, and business owners in Irvine, Orange County, and across the United States. As a rapidly growing firm, Three Arch Wealth is known for delivering a high level of fiduciary service across investment management, tax-efficient planning, retirement strategy, and legacy planning. The holistic approach brings every aspect of your financial life into alignment, helping you build, preserve, and enjoy your wealth with greater clarity and confidence. The investment philosophy is rooted in decades of market data and Nobel Prize winning research. This foundation drives a disciplined, evidence-based approach focused on improving long-term returns while managing risk. By blending academic insight with practical experience, we build globally diversified, tax-efficient portfolios designed for various market environments and evolving economic conditions. Importantly, Three Arch Wealth takes the time to understand your goals, values, and priorities, then designs a plan that reflects the life you want to live, not just today but for years to come. Clients value the clarity, confidence, and peace of mind that come from having a trusted advisor who simplifies complexity and proactively guides important financial decisions. With a high-touch, relationship-driven approach, clients always know where they stand and what comes next. This consistent communication and thoughtful guidance help reduce stress and allow clients to focus more on the people and experiences that matter most. Today, Three Arch Wealth is recognized as a leading wealth management and financial advisory firm in Irvine and Orange County, especially for high-income individuals and those preparing for or currently in retirement. https://www.threearchwealth.com/
Core Areas of Focus
Portfolio Optimization
Crypto & Digital Assets
Tax-Loss Harvesting
Tax Planning & Strategy
Retirement Savings & Accounts
Client Tip
Roth conversions in low-income years can reduce lifetime taxes, lower future RMDs, and create tax-free income—giving retirees more flexibility and control over their retirement cash flow.
Biography
Prior to launching Three Arch Wealth, Tyler was an advisor at a nationally recognized firm that managed over $5 billion in assets. While there, he advised high-net-worth individuals, families, and foundations. His experience spans portfolio construction, tax strategy, and long-term financial planning.
Earlier in his career, Tyler worked as an investment banker in New York City with J.P. Morgan in its Mergers & Acquisitions Group. This experience provided him with a deeply technical understanding of financial markets, valuation, and the strategic decision-making processes that drive long-term value.
More recently, Three Arch Wealth was founded on a simple but important conviction: that high-net-worth families deserve more than a standardized playbook. As an independent, fiduciary advisor, Tyler works exclusively in his clients' best interest, with no products to sell and no quotas to meet. His client relationships are intentionally limited in number, allowing him to provide personalized strategy for each family's financial life and be highly responsive whenever a client needs him.
Tyler is known for simplifying complex financial concepts and helping clients stay focused on what matters most. He believes effective financial advice should be both technically rigorous and highly personal, not just managing wealth, but helping clients use it purposefully to support the life they're building.
Tyler holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the National Association of Personal Financial Advisors (NAPFA). He lives in Orange County, California with his wife and growing family and enjoys staying active, spending time in the ocean, and being involved in his church.
Question & Answer
What makes you the best choice for clients?
Three Arch Wealth is one of the best financial advisory firms in Orange County, CA and Irvine, CA. We combine investment expertise with personalized planning to help our clients gain confidence with their financial futures.
What are your service offerings?
Retirement Planning
Investment Strategies
Tax Planning
Estate Planning
Financial Planning
Which demographics do you typically serve?
Baby Boomers (78-60)
Gen X (44-59)
Gen Y (43-28)
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
“I believe great financial advisors help clients to have confidence, strategy and a sense of peace with their financial future.”
Aliases
Tyler Richard Vasquez | Tyler 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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Richard Vasquez's 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®
NoneEducation
Brigham Young University
Business - Finance
Experience
Current
January 8, 2025 - Present
THREE ARCH WEALTH MANAGEMENT LLC
Office #1: 300 Spectrum Center Drive Suite 1030, Irvine, CA 92618RIA
CRD#: 333733
IRVINE, CA
Past
February 14, 2022 - January 10, 2025
INDEX FUND ADVISORS, INC.
RIA
CRD#: 109143
IRVINE, CA
Past
July 10, 2020 - January 22, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
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".
TA
THREE ARCH WEALTH MANAGEMENT LLC
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 7/10/2020
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
Current Firm
TA
THREE ARCH WEALTH MANAGEMENT LLC
THREE ARCH WEALTH MANAGEMENT LLC
CRD#: 333733 / SEC#: 801-131587
RIA
Registered Investment Advisory firm - (1/8/2025 Approved)PREMIUM
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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
5
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 734 |
| AUM (Assets Under Management) | $ 503,048,544 |
Red Flags
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Company Information
THREE ARCH WEALTH MANAGEMENT LLC
CRD#: 333733Irvine, CA 92618TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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