Arcadia Private Wealth LLC
Firm details
- Headquarters
- Cardiff By The Sea, California
- CRD number
- 339734
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Arcadia Private Wealth LLC is an individually owned limited liability company that operates as a fee-based investment adviser. The firm emphasizes financial planning and discretionary portfolio management across individual clients, small businesses, and business or institutional clients, and it also conducts selection of other advisers. FINTRX flags Arcadia as a capital allocator. The firm reports a fixed-fee pricing model and is not identified as an active ESG investor or as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Grant Webster
Owner & CCOCRD 5210397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cardiff By The Sea, CA
San Diego
Location
Cardiff By The Sea, CA
Headquartered in Cardiff By The Sea, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 120 Birmingham Dr
- Time zone
- PT (UTC-8)
- Office locations
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