Tyler R. Vasquez
Professional summary
Tyler Richard Vasquez, who also goes by Tyler Richard Vasquez, Tyler Vasquez, is a registered financial advisor currently at THREE ARCH WEALTH MANAGEMENT LLC located in Irvine, California.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tyler has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Richard Vasquez's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2025 - Present
THREE ARCH WEALTH MANAGEMENT LLC
Office #1: 300 Spectrum Center Drive Suite 1030, Irvine, CA 92618February 14, 2022 - January 10, 2025
INDEX FUND ADVISORS, INC.
July 10, 2020 - January 22, 2022
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
THREE ARCH WEALTH MANAGEMENT LLC
CRD#: 333733 / SEC#: 801-131587
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2025)
(8/6/2025)
Exams
Series 79TO
Date: 7/10/2020
Investment Banking Registered Representative ExaminationCurrent Firm
THREE ARCH WEALTH MANAGEMENT LLC
CRD#: 333733 / SEC#: 801-131587
Contact information
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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