ARCADIA WEALTH MANAGEMENT

10 Edgewood Avenue
Smithtown, New York 11787
Tel: 631-549-5400

About ARCADIA WEALTH MANAGEMENT

ARCADIA WEALTH MANAGEMENT, formally registered with the SEC as ARCADIA WEALTH MANAGEMENT. The firm was established in 09/25/2012. They have over 1 offices throughout the country.

ARCADIA WEALTH MANAGEMENT is a Smithtown, New York based Financial Planning firm with nearly $255,594,882 assets under management, offering retirement planning & investment advisory services to 856 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165504
SEC#	801-77175
Assets Managed by Firm	$255,594,882
No. of Clients	856
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	856	$255,594,882
Individuals (other than high net worth individuals)	185	$64,447,233
High net worth individuals	75	$185,863,465
Pension and profit sharing plans	5	$5,284,184

More Retirement Planning firms in Smithtown, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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