ARX Strategic Wealth

Overview

ARX Strategic Wealth is organized as a limited liability company that offers financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. It does not describe itself as a multi-state adviser or an active ESG investor, and it is not identified as a capital allocator, pension consultant, related adviser, or newly formed adviser. Industry affiliations listed include another investment adviser and an insurance company. The firm’s registration year with the SEC is not stated and its classification is recorded as unclassified.

Assets & Accounts

Location & Offices