This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

THREE ARCH WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 5, 2016

First registration

Dec 7, 2021

Dual registered

no

Other names

Sunni Danae Roberts

IAPD individual key

6621073

• Occurred

  Jan 10, 2025
  Advisor changed firm

  Sunni Danae Allen left Index Fund Advisors, Inc. for Three Arch Wealth Management Llc (registered 2025-01-09)

  Form ADVobserved 6 days ago
• Occurred

  Aug 1, 2024
  Advisor changed firm

  Sunni Danae Allen left Apriem Advisors for Index Fund Advisors, Inc. (registered 2024-09-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1382167-3a4b-1dab-62bf-0c2040e154f6

First observed

Dec 7, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.