Disclosures
At Arkhe Wealth Management, we believe in full transparency when it comes to our services, policies, and legal obligations. This page provides access to our official terms, agreements, and regulatory disclosures. We encourage all clients and visitors to review these documents carefully.
Form ADV Part 2
Effective Date: January 13, 2026
Arkhe Wealth Management LLC (“Arkhe”) files annual updating amendments to Form ADV within the timeframes required by applicable regulations and files other amendments as required.
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.
Arkhe provides Form ADV Part 2A to clients in accordance with applicable regulatory requirements. Clients receive the brochure at the beginning of the advisory relationship and are provided updates or summaries of material changes as required by law.
You may download the current Form ADV Part 2A brochure here: Form ADV Part 2.
The most current version of our Form ADV Part 2A is also available through the SEC’s Investment Adviser Public Disclosure website.
The summary above is provided for general informational purposes. Clients should review the full Form ADV Part 2A brochure for complete information.
* Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results.
** Scheduling a call does not create an advisory relationship or guarantee investment success.
Arkhe Wealth Management LLC is a registered investment adviser in Florida. Registration as an investment adviser does not imply any specific level of skill or training. The information on this website is for general informational purposes only and should not be construed as personalized investment advice or a guarantee of future results. Investment decisions should be based on an individual’s specific financial situation, risk tolerance, and investment objectives.
Please review our Disclosure Page for additional details and important regulatory information.
Arkhe Wealth Management LLC acts as a fiduciary and is committed to putting clients’ best interests first. However, we do not provide legal, tax, or accounting advice. Clients should consult with a qualified professional regarding their individual circumstances before making financial decisions.
Arkhe Wealth Management LLC provides investment advisory services to individuals and high-net-worth individuals based on their financial objectives and circumstances. Certain clients may include international investors who independently seek advisory services in the United States. Investment strategies may not be suitable for all investors, and access to U.S. markets is subject to local regulations in the client’s country of residence.
Third-party links, market insights, and external resources provided on this website are for informational purposes only. Arkhe Wealth Management does not endorse or guarantee the accuracy of external content.
By using this website, you acknowledge and agree to the terms outlined in this disclaimer.