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ARCADIA WEALTH MANAGEMENT

ARCADIA WEALTH MANAGEMENT, INC.

CRD 165504 · SEC 801-77175

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10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787, United States

Phone

631-549-5400

Fax

631-863-2706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$383.6M

Discretionary AUM

$378.4M

Team

6 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals162$60.6M
High net worth individuals113$323.0M

States served

CA, LA, MA, NJ, NY, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD