Arden Wealth Management
RIASEC Registered
Total AUM
$17.3M
Discretionary
$17.3M
100% of AUM
Avg account
$412K
Accounts
42
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325639
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals68.21%
- HNWI31.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arden Wealth Management is a sole-proprietorship independent registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM and fixed fees. Arden is structured as an individually owned adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
1 of 1
Michael Mccoy
PrincipalCRD 4721817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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