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ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925File 801-121212
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$445.5M
Below cohort median (national)
Discretionary AUM
$436.3M
Non-discretionary $9.2M
Clients
669
2,014 accounts
Employees
20
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 14, 2021
- Principal office
- 155 DOW STREET, SUITE 301, MANCHESTER, NH, 03101
- Phone
- 603-681-9190
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $445.5M
- Discretionary AUM
- $436.3M
- Non-discretionary AUM
- $9.2M
- Discretionary accounts
- 1,986
- Non-discretionary accounts
- 28
- Total accounts
- 2,014
- AUM per client
- $666K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $8.5M |
| High net worth individuals | 94 | $214.4M |
| Pension and profit sharing plans | 7 | $498K |
| Individuals (other than high net worth individuals) | 561 | $222.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.