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ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925File 801-121212
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.ARCADIA.TAX
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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 21 | 20 | decreased by1 |
| Jun 1, 2026 | Employees | 19 | 21 | increased by2 |
| Mar 1, 2026 | Clients | 747 | 669 | decreased by78 |
| Mar 1, 2026 | AUM | $380,224,278 | $445,515,434 | increased by$65,291,156 |
| Mar 1, 2026 | Accounts | 2,615 | 2,014 | decreased by601 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 22 | 19 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 22 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 483 | 747 | increased by264 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $212,958,807 | $380,224,278 | increased by$167,265,471 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,437 | 2,615 | increased by1,178 |
| Mar 1, 2022 | Clients | 395 | 483 | increased by88 |
| Mar 1, 2022 | AUM | $159,000,000 | $212,958,807 | increased by$53,958,807 |
| Mar 1, 2022 | Accounts | 1,065 | 1,437 | increased by372 |
| Nov 1, 2021 | Employees | 14 | 15 | increased by1 |
| Sep 1, 2021 | Employees | 13 | 14 | increased by1 |
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.