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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.