Tyler Richard Vasquez
Investment adviser representative at Three Arch Wealth Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$662.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Three Arch Wealth Management LLCJan 2025 to now
- Index Fund AdvisorsJan 2022 to Jan 2025
- JP Morgan Securities, LLCJun 2020 to Jan 2022
- Pracinco LLCAug 2019 to Dec 2019
- JP Morgan Securities, LLCJun 2019 to Aug 2019
- Vivint Smart HomeNov 2016 to Aug 2017
- Brigham Young UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Three Arch Wealth Management LLC
$662.4MAssets managed
256Clients
4Advisers
1 yearIn 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
- 7260149
- Firm CRD
- 333733