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ARX PRIVATE WEALTH
CRD 338631 · SEC 801-134623
1891 SANTA BARBARA DRIVE, SUITE 206, LANCASTER, PA, 17601, United States
Phone
717-219-8226
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.6M
Discretionary AUM
$113.6M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.9M |
| High net worth individuals | 13 | $104.2M |
| Charitable organizations | 3 | $1.4M |
| Corporations/business entities | 1 | $2.1M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD