Sunni Allen
Three Arch Wealth Management · Irvine, California
Sunni Allen is a fee-only financial advisor at Three Arch Wealth Management in Irvine, California. Sunni focuses on retirement planning, tax planning and estate & legacy planning. Three Arch Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Founders
- Executives
- Tech employees
- Physicians
Facts
| Firm | Three Arch Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $662.4M across 826 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6621073 |
| Exams passed | Series 63 (2016) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.threearchwealth.com |
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Questions about Sunni
Is Sunni Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sunni holds no broker registration, and Three Arch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sunni charge for financial advice?
Sunni's firm, Three Arch Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Sunni charge?
According to Three Arch Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Sunni Allen based?
Sunni Allen is based in Irvine, California.
What does Sunni specialize in?
Sunni's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Sunni works with retirees, pre-retirees, high earners, founders and executives.
Is Sunni Allen registered with the SEC?
Yes. Sunni Allen is registered as an investment adviser representative in CA (CRD 6621073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Arch Wealth Management manage?
Three Arch Wealth Management reports $662.4M across 826 accounts in assets under management.
How do I contact Sunni Allen?
Through Sunni's website, www.threearchwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Three Arch Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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