ARCADIA WEALTH MANAGEMENT, LLC

155 Dow Street
Suite 301
Manchester, New Hampshire 03101
Tel: 603-681-9190

About ARCADIA WEALTH MANAGEMENT, LLC

ARCADIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARCADIA WEALTH MANAGEMENT, LLC. The firm was established in 05/14/2021. They have over 2 offices throughout the country.

ARCADIA WEALTH MANAGEMENT, LLC is a Manchester, New Hampshire based Financial Planning firm with nearly $380,224,278 assets under management, offering retirement planning & investment advisory services to 2615 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284925
SEC#	801-121212
Assets Managed by Firm	$380,224,278
No. of Clients	2615
No. of Advisors	22

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2615	$380,224,278
Individuals (other than high net worth individuals)	604	$172,272,134
High net worth individuals	95	$199,788,260
Pension and profit sharing plans	31	$3,130,723
Corporations or other businesses	17	$5,033,161

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