arc private wealth

Name

arc private wealth

Legal name

Arc Private Wealth

Website

https://arcprivatewealth.com

Company type

Private

Founded year

2024

Operating status

Operating

Ownership category

akta.pro rank

Headquarters

HQ city

Waterville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Wealth management and investment advisory services offered through Kestra Private Wealth Services, an affiliate of Kestra Investment Services. Services include investment management, tax planning, estate planning assistance, and retirement planning.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Arc Private Wealth provides personalized wealth management and investment advisory services to high net worth families and business owners in Ohio. The firm builds and manages customized portfolios aligned with client risk tolerance and long-term objectives, and complements that with tax planning, estate planning assistance, asset protection, charitable giving strategies, and retirement planning. Services are delivered through a proprietary five-step Envision financial planning process spanning Initial Consultation, Plan Development, Plan Presentation, Implementation, and Ongoing Monitoring.

Product overview

Arc Private Wealth is a wealth management and financial advisory firm offering a unified suite of services centered on personalized financial planning. The core offering consists of Investment Management, Tax Planning, Estate Planning Assistance, Asset Protection, and Charitable Giving services, delivered through their proprietary five-step Financial Planning Process (Envision). Supplementary offerings include a Financial Calculators Suite with over 40 tools and a Resource Center providing educational content. The firm does not operate a platform-plus-modules software architecture; rather, it provides integrated advisory services supported by client portal access to third-party platforms (Black Diamond, eMoney, RightCapital, Wealthscape).

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Builds and manages personalized portfolios aligned with client risk tolerance, time horizon, and long-term financial objectives. Intended for high net worth families and business owners seeking ongoing discretionary or guided investment management.
• Tax Planning Reviews the client's financial landscape to identify tax efficiency opportunities through strategies such as asset location and tax-loss harvesting, helping ensure investments work smarter. Targeted at high net worth families and business owners with complex tax situations.
• Estate Planning Assistance Collaborates with clients' legal professionals to structure plans that reflect client wishes and facilitate the transfer of wealth to the next generation. Designed for families and business owners planning intergenerational wealth transfer.
• Asset Protection Identifies potential risks to wealth including liability concerns and income interruption, implementing strategies to preserve client assets. Aimed at high net worth families and business owners concerned with liability exposure and income continuity.
• Charitable Giving Strategies Creates philanthropic strategies that maximize the impact of client generosity while aligning with broader financial plans. Designed for clients with philanthropic goals seeking to integrate giving with tax and estate planning.
• Retirement Planning Develops and manages retirement income and withdrawal plans tailored to client goals and lifestyle needs. Intended for clients approaching or in retirement who need guidance on income sustainability, healthcare costs, and lifestyle preservation.
• Envision Financial Planning Process Proprietary five-step wealth management process covering Initial Consultation, Personalized Financial Plan Development, Plan Presentation, Implementation, and Ongoing Monitoring using the Envision tracking methodology so clients can monitor financial progress and maintain confidence during market fluctuations. Available to all Arc Private Wealth clients as the firm's core planning engagement.

Quantifiable outcome

• 2017 Edward Jones regional top financial advisor for Client Service Excellence (based on direct client feedback)
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Scale indicators2 records

Broad incumbents

• Edward Jones: Large national wirehouse/wealth manager with extensive advisor network. All three Arc founders came directly from Edward Jones, making it the closest reference point for client base, service style, and the segment they left.
• Creative Planning: Large independent RIA offering comprehensive wealth management to HNW families and business owners nationally. Comparable to Arc in full-service scope (tax, estate, investment) but operating at vastly greater scale and with proprietary technology investments Arc cannot match.
• Mariner Wealth Advisors: National independent RIA focused on HNW clients and business owners with comprehensive planning and exit/succession services. Highly comparable target segment and service mix to Arc, illustrating the scaled incumbent Arc could aspire to or be acquired by.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and independent advisors. Comparable to Arc in that it enables independent advisory practices; serves a similar advisor/investor base and competes for HNW relationship-driven engagements.
• Cetera Financial Group: Independent broker-dealer and RIA support platform serving independent financial advisors. Functions as an alternative affiliation model to Arc's Kestra relationship and serves a comparable advisor/HNW client base.
• Ameriprise Financial: National diversified wealth manager with advisor network serving HNW households and business owners. Competes for the same relationship-driven, comprehensive-planning engagements Arc targets.
• Raymond James Financial Services: Large diversified financial services firm with a significant independent advisor channel. Targets the same HNW/business-owner segment with planning-led wealth management offerings.

Emerging players

• Cambridge Investment Research: Independent broker-dealer with a large affiliated RIA channel serving mid-market and HNW clients. Comparable independent advisor support model and overlapping HNW/business-owner client focus.
• Stratos Wealth Partners: Independent RIA platform supporting advisor-led wealth practices serving HNW clients. Comparable in size trajectory and affiliation-with-platform model, representing a peer in Arc's likely growth path.

Others

• Focus Financial Partners: Aggregator of independent RIAs, providing capital, infrastructure, and succession solutions. Represents a likely exit or affiliation path for Arc, and a model of the consolidated competitor Arc could face as an independent.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about arc private wealth