Bryan Timmins Monteverde
Investment adviser representative at Arca Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Arca Wealth, LLCOct 2022 to now
- Granite Bay Wealth ManagementOct 2022 to now
- Divorce Outcomes, LLCJan 2020 to Oct 2022
- Bank of New York MellonJun 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NH).
Arca Wealth, LLC
$1.3BAssets managed
1,121Clients
10Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6717694
- Firm CRD
- 174765