ARCADIA WEALTH MANAGEMENT

RIASEC RegisteredEst. 2012

Total AUM

$384M

Discretionary

$378M

99% of AUM

Avg account

$415K

Accounts

924

Employees

Advisory reps

Firm details

Headquarters: SMITHTOWN, New York
CRD number: 165504
Registered since: September 25, 2012
Website: arcadiawm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI84.2%
Individuals15.8%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Arcadia Wealth Management is an independent, SEC-registered registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It operates primarily on a fee model that includes a percentage-of-AUM fee and hourly charges. Arcadia is structured as a corporation owned by an individual and has been SEC-registered since 2012. Investment activity is centered on publicly managed funds and discretionary portfolio management: the vast majority of client assets are managed on a discretionary basis. The firm is not positioned as a capital allocator to multiple external strategies, and it does not identify as an active ESG investor. When pursuing alternatives, Arcadia leans on third-party managers for real estate exposure rather than building in-house private-asset platforms.