Wealtharch Investment Services, LLC

Wealtharch Investment Services, LLC (CRD# 170601) is a financial advisory firm headquartered in Pasadena, CA. They manage $12,375,722 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1122 E Green St, Ste 206, Pasadena, CA 91106
https://www.linkedin.com/company/wealthacrch-investment-services
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $225,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealtharch Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Earl Jordan Yaokasin, financial advisor Pasadena CA
Earl Jordan S. Yaokasin
CRD#: 4578337
1122 E Green St, Ste 206, Pasadena, CA 91106

Earl Jordan Yaokasin (CRD# 4578337) is an Investment Advisor Representative working at Wealtharch Investment Services, LLC in Pasadena, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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