Arx Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$113,605,108
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
23
57% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
5
Average account size
$4,939,353
About
ARX Private Wealth provides discretionary portfolio management, financial planning, and family office and wealth planning services to a small client base that includes individuals, high‑net‑worth and ultra‑high‑net‑worth individuals, other investment advisers, and family offices. The firm offers written financial plans, ongoing portfolio supervision, and access to private placement opportunities as part of its service menu.
The firm primarily allocates among ETFs, equities, and bonds and typically implements its strategies through model portfolios and third‑party independent managers rather than conducting proprietary quantitative or qualitative analysis of individual securities. ARX says it favors long‑term purchases with tactical short‑term actions when appropriate, tailors allocations to client risk tolerance and liquidity needs, and uses Charles Schwab as its recommended custodian.
Noteworthy aspects of the firm include a relatively small client count (23) managing about $113.6 million in discretionary assets, indicating a high average account size and an orientation toward comprehensive wealth‑transfer and trustee oversight services such as integrated tax planning, lifestyle management, and family philanthropy. The brochure is an initial SEC filing that discloses a recent change in principal ownership and emphasizes reliance on independent managers and model portfolios—items prospective clients may want to consider when evaluating the firm’s governance and investment oversight.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Charitable giving & philanthropy
Fee options
$0 - $2,000,000: The greater of $10,000 or 1% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% >$10,000,000+: 0.5%
Hourly rates may apply for financial planning updates or additional services as needed
Minimum fee: Minimum annual advisory fee of $10,000
Main office location
Arx Private Wealth
1891 Santa Barbara Drive, Suite 206
Lancaster PA 17601, United States
Number of offices
1
Most active in
Arx Private Wealth has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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