Arlington Wealth Management
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
FINTRXOverview
Arlington Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2014. The firm operates as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and education through seminars and workshops. The firm identifies as an active ESG investor and reports an owner structure of an individual proprietor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities33%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1
Joseph Lopresti
Founder and CEOCRD 1386168
Contacts
2 of 2
Gerald Howell
Wealth ManagerCRD 5850165
John Hollahan
Managing PartnerCRD 5876999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$79.7M in ETFs
84%
$66.8M
13%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK OIL SERVICES ETF (OIH) | VanEck | Passive | Equity Energy | $9.3M | 25,045 | 11.68% |
Location
Arlington Heights, IL
Cook
Location
Arlington Heights, IL
Headquartered in Arlington Heights, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 21 S Evergreen Ave
- Time zone
- CT (UTC-6)
- Office locations
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