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Becky Rees Vasquez

Three Arch Wealth Management LLC

Irvine, CA

CRD 2554231

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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:

Current Employers
Three Arch Wealth Management Llc

300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-06
CA RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-08-06
  • CA RA
    APPROVED
    Since 2025-01-08

Branch Locations

300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Index Fund Advisors Irvine CA 10/2006 01/2025
Three Arch Wealth Management Llc Irvine CA 01/2025 Present
Previous Registrations
  • 2006-11-13 → 2025-01-10
    Index Fund Advisors, Inc.
    Irvine, CA
    Irvine, CA
  • 2005-07-20 → 2006-10-26
    Churchill Management Group
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-18
  • S65 Uniform Investment Adviser Law Examination
    2005-07-18
Designations
  • Certified Financial Planner
Other Names
  • Becky Vasquez
  • Becky Rees Vasquez
  • Becky R. Vasquez

View on SEC IAPD

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