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ARCADIA WEALTH MANAGEMENT
Legal name: ARCADIA WEALTH MANAGEMENT, INC.
CRD 165504File 801-77175
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$383.6M
Below cohort median (national)
Discretionary AUM
$378.4M
Non-discretionary $5.2M
Clients
275
924 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 25, 2012
- Principal office
- 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787
- Phone
- 631-549-5400
- Website
- HTTP://WWW.ARCADIAWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $383.6M
- Discretionary AUM
- $378.4M
- Non-discretionary AUM
- $5.2M
- Discretionary accounts
- 921
- Non-discretionary accounts
- 3
- Total accounts
- 924
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $323.0M |
| Individuals (other than high net worth individuals) | 162 | $60.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 262 | 275 | increased by13 |
| Apr 1, 2026 | AUM | $309,319,538 | $383,594,739 | increased by$74,275,201 |
| Apr 1, 2026 | Accounts | 898 | 924 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 246 | 262 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $245,321,604 | $309,319,538 | increased by$63,997,934 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 804 | 898 | increased by94 |
| Apr 1, 2022 | Clients | 225 | 246 | increased by21 |
| Apr 1, 2022 | AUM | $197,129,567 | $245,321,604 | increased by$48,192,037 |
| Apr 1, 2022 | Accounts | 719 | 804 | increased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARCADIA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCADIA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.