Disclosures
Disclaimers
Effective Date: January 7, 2024
Introduction
Arkhe Wealth Management LLC (“Arkhe”) is a Florida-registered investment adviser providing advisory services to clients. This page outlines key disclosures to ensure transparency about our services and responsibilities. For detailed information, please refer to your client agreements or our regulatory filings.
Regulatory Compliance
Arkhe is registered as an investment adviser in the State of Florida and may only transact business in jurisdictions where we are registered, qualify for an exemption, or are otherwise permitted by law. Registration does not imply a specific level of skill or training.
For additional details about our registration or regulatory filings, please contact the Florida Office of Financial Regulation or the relevant securities regulators in jurisdictions where Arkhe maintains notice filings.
Website Usage Disclaimer
The content on this website is for informational purposes only and should not be construed as investment advice, a solicitation, or an offer to sell securities or advisory services. Personalized investment advice is provided only under a signed agreement with Arkhe Wealth Management.
Risk Disclosures
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any specific investment strategy will be profitable or suitable for any particular individual.
Financial markets carry inherent risks such as market volatility, liquidity risks, and economic fluctuations. Investments may not be suitable for all investors, and clients should consider their individual risk tolerance and financial situation before making investment decisions.
Performance Disclaimer
References to historical performance, indices, or investment strategies do not account for fees, taxes, or transaction costs, which can reduce actual results. Prospective clients should not assume that future results will mirror past performance.
Custody and Third-Party Custodians
Arkhe Wealth Management does not take custody of client assets. Client funds and securities are held by independent third-party custodians who ensure secure handling and provide account statements directly to clients.
Conflicts of Interest
As a fee-only investment adviser, Arkhe does not accept commissions or compensation from third parties. We are committed to minimizing conflicts of interest and always act in a fiduciary capacity, placing our clients’ interests first. For further details, please refer to our Form ADV Part 2A.
Third-Party Content
This website may contain links to third-party websites or resources. Arkhe does not control, endorse, or guarantee the accuracy or relevance of any third-party content. Accessing such links is at your own risk, and Arkhe disclaims all liability for any information provided by unaffiliated third parties.
Privacy Practices
Arkhe is committed to safeguarding your personal information and adhering to applicable privacy laws. For more details, please review our Privacy Policy.
Tools and Calculators Disclaimer
The tools and calculators featured on this website are for informational purposes only. Results are estimates based on user-provided data and do not constitute investment advice or guarantees.
Fiduciary Responsibility
Arkhe Wealth Management adheres to a fiduciary standard, acting solely in our clients’ best interests when providing advisory services. This obligation applies exclusively to the services outlined in your client agreement.
Form ADV and Other Documents
Clients and prospective clients may request copies of the following documents:
Form ADV Part 2A and Part 2B (Arkhe’s brochure and brochure supplement)
Client Relationship Summary (Form CRS)
Privacy Policy
To request any of these documents, please email us at [email protected] or call +1 (786) 821-9044.
Arbitration and Dispute Resolution
Any disputes arising from the use of this website or our services will be resolved through binding arbitration in accordance with the laws of the State of Florida, USA. For more information, please refer to the arbitration agreement within our client documentation.
Liability Disclaimer
Arkhe Wealth Management disclaims liability for any inaccuracies, omissions, or timeliness of information on this website. Visitors agree to hold Arkhe and its representatives harmless from any consequences arising from reliance on website content.
Updates to This Disclaimer
Arkhe reserves the right to update these disclosures at any time. Continued use of this website constitutes acceptance of any modifications. Please check this page periodically for updates.
Contact Us
For additional information or specific questions regarding these disclosures, please contact us at:
Email: [email protected]
Phone: +1 (786) 821-9044
Mailing Address:
Arkhe Wealth Management LLC
7901 4th St N STE 300
St. Petersburg, FL 33702