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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 |
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