Sunni Danae Allen

Employer firm

Three Arch Wealth Management LLC CRD 333733

$662M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 12/2016
  Foresters Financial Services, Inc.
  San Diego, CA
• 12/2016 → 01/2017
  Foresters Financial Services, Inc.
  San Diego, CA
• 01/2020 → 08/2024
  Apriem Advisors
  Irvine, CA
• 01/2017 → 04/2018
  Goodwill Industries Of San Diego County
  San Diego, CA
• 05/2018 → 12/2019
  Choc Children's Hospital
  Orange, CA
• 08/2024 → 01/2025
  Index Fund Advisors, Inc.
  Irvine, CA
• 01/2025 → Present
  Three Arch Wealth Management Llc
  Irvine, CA

Previous Registrations

• 2024-09-25 → 2025-01-10
  Index Fund Advisors, Inc.
  Irvine, CA
• 2021-12-07 → 2024-08-01
  Apriem Advisors
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-07
• S63 Uniform Securities Agent State Law Examination
  2016-04-05

Other Names

• Sunni Danae Roberts