ARLINGTON WEALTH MANAGEMENT

RIASEC RegisteredEst. 2014

Total AUM

$236M

Discretionary

$236M

100% of AUM

Avg account

$315K

Accounts

750

Employees

Advisory reps

Firm details

Headquarters: ARLINGTON HEIGHTS, Illinois
CRD number: 114801
Registered since: March 11, 2014
Website: arlington-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.6%
Individuals28.49%
Charitable Organizations10.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arlington Wealth Management is an independent, SEC-registered advisory corporation formed in 2014 and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients and acts as a capital allocator, meaning it sources and places client capital across external managers in addition to running in‑house portfolios. Its fee model combines percentage-of-AUM charges with fixed fees. Advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational seminars and workshops. The firm identifies itself as an active ESG investor and includes ESG considerations within its investment process. Arlington is not classified as a multi‑state adviser.