Disclosures

Form ADV Part 2

Effective Date: January 7, 2024

 

Arkhe Wealth Management LLC (“Arkhe”) files its Form ADV annually, no later than 90 days after the end of its fiscal year, to remain compliant with state and regulatory requirements. Arkhe also files amendments during the year to reflect any material changes.

The Form ADV consists of two parts:

Part 1: Provides detailed identifying information about Arkhe’s investment advisory business, including:

    • Ownership structure
    • Client base
    • Number of employees
    • Assets under management (AUM)
    • Business practices
    • Affiliations with other financial firms
    • Any disciplinary events (if applicable).

Part 2: Is a narrative brochure, written in plain language for clarity, that contains essential information about Arkhe’s operations, including:

    • Types of advisory services offered
    • Fee schedule and payment structure
    • Potential conflicts of interest
    • Disciplinary information, if applicable
    • Educational and business background of Arkhe’s management team and key advisory personnel.

We provide our Brochure (Form ADV Part 2) to all clients at the time of onboarding, ensuring full transparency about our services, responsibilities, and practices.

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