Tyler Richard Vasquez

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

• 06/2020 → 01/2022
  Jp Morgan Securities, Llc
  New York, NY
• 06/2019 → 08/2019
  Jp Morgan Securities, Llc
  New York, NY
• 11/2016 → 08/2017
  Vivint Smart Home
  Provo, UT
• 08/2016 → 05/2020
  Brigham Young University
  Provo, UT
• 08/2019 → 12/2019
  Pracinco Llc
  Salt Lake City, UT
• 01/2022 → 01/2025
  Index Fund Advisors
  Irvine, CA
• 01/2025 → Present
  Three Arch Wealth Management Llc
  Irvine, CA

Previous Registrations

• 2022-02-14 → 2025-01-10
  Index Fund Advisors, Inc.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-13
• S63 Uniform Securities Agent State Law Examination
  2020-07-15

Designations

• Certified Financial Planner

Other Names

• Tyler Richard Vasquez
• Tyler Richard Vasquez
• Tyler Vasquez