Arcadia Wealth Management

Arcadia Wealth Management (CRD# 165504) is a financial advisory firm headquartered in Smithtown, NY. They manage $105,077,121 in 440 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $238,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NY

Financial Advisors at Arcadia Wealth Management
No Advisor Found.
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