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ARCA WEALTH, LLC

PORTSMOUTH, NH · CRD 174765 · IAPD ↗ · 603-610-8881

$1.27BRegulatory AUM
11Advisory reps
28Employees
0Clients
51-100Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — ARCA WEALTH, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2026 — ARCA WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
July 2026 — GRANITE BAY WEALTH MANAGEMENT, LLC is now doing business as ARCA WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
72
July 2026 — ARCA WEALTH, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
July 2026 — ARCA WEALTH, LLC grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
July 2026 — ARCA WEALTH, LLC crossed $1B in regulatory AUM ($588.0M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2026 — GRANITE BAY WEALTH MANAGEMENT, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2026 — GRANITE BAY WEALTH MANAGEMENT, LLC notice-filed in DC, LA, MD, MI, NJ, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — GRANITE BAY WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — GRANITE BAY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.6M -> $588.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
May 2024 — GRANITE BAY WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — GRANITE BAY WEALTH MANAGEMENT, LLC reported RAUM up 42% ($252.5M -> $357.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.