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ARKADIOS WEALTH ADVISORS
Legal name: ARKADIOS WEALTH ADVISORS LLC
CRD 288863File 801-110833
APPROVED
Retail clients
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.79B
Top 10% of cohort (national)
Discretionary AUM
$8.79B
Clients
14,886
14,886 accounts
Employees
188
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 17, 2017
- Principal office
- 2827 PEACHTREE RD NE, SUITE 510, ATLANTA, GA, 30305
- Phone
- 404-445-0035
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.79B
- Discretionary AUM
- $8.79B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14,886
- Non-discretionary accounts
- 0
- Total accounts
- 14,886
- AUM per client
- $590K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 521 | $1.30B |
| Charitable organizations | 16 | $59.8M |
| High net worth individuals | 764 | $3.28B |
| Pension and profit sharing plans | 29 | $35.0M |
| Individuals (other than high net worth individuals) | 13,556 | $4.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
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.