ARCADIA WEALTH MANAGEMENT, INC.
Doing business as ARCADIA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$383,594,739
Discretionary
$378,367,161
Non-discretionary
$5,227,578
Firm details
- CRD number
- 165504
- SEC file number
- 801-77175
- Main office
- SMITHTOWN, NY, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.