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ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925 · SEC 801-121212
155 DOW STREET, SUITE 301, MANCHESTER, NH, 03101, United States
Phone
603-681-9190
Fax
603-912-4947
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.5M
Discretionary AUM
$436.3M
Team
21 total employees; 11 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 561 | $222.2M |
| High net worth individuals | 94 | $214.4M |
| Pension/profit sharing plans | 7 | $498K |
| Corporations/business entities | 7 | $8.5M |
States served
VT, ME, MA, RI, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD