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ARCADIA WEALTH MANAGEMENT
ARCADIA WEALTH MANAGEMENT (CRD# 165504) is an SEC-Registered Investment Advisor (RIA), headquartered in Smithtown, NY. The SEC approved the firm to operate as an RIA in Sep 2012. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $140.6 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ARCADIA WEALTH MANAGEMENT also reported in Mar 2018:
  • 5 employees, with 3 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ARCADIA WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.
 

View ARCADIA WEALTH MANAGEMENT's most recent Form ADV filing
 


ARCADIA WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: FL-Mar 2017, LA-Mar 2017, NY-Sep 2012

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.