Arcadia Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$383,594,739
Total clients
275
41% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$1,394,890
About
Arcadia Wealth Management provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, retirement plans, trusts, and estates. The firm states an ideal client profile of $1 million to $10 million in investable assets and generally requires a $500,000 account minimum, which it may waive at its discretion.
Arcadia constructs globally diversified, balanced portfolios based on an efficient‑market, long‑term, low‑turnover philosophy and implements small‑company and value tilts informed by Fama–French research. Portfolios are built predominantly with Dimensional Fund Advisors (DFA) and Schwab OneSource mutual funds, include higher‑quality fixed income (BBB or above) and currency‑hedged foreign bond exposure where appropriate, and are monitored for rebalancing under both discretionary and non‑discretionary arrangements.
Distinctive features for a firm of its size include managing about $383.6 million in client assets across three advisors while offering ERISA 3(21) retirement plan advisory services alongside individual wealth management. The adviser is fee‑only, maintains an institutional relationship with Charles Schwab (including soft‑dollar benefits and access to DFA funds), and its ADV discloses an SEC administrative order and monetary fine for Custody Rule deficiencies related to custody audits from 2013–2019.
Client services
Expertise
Demographic focus
Fee options
$0+: 2.00% annually +: 0.50% annually
$250 per hour for financial planning services.
Account minimum: $500,000 Fee-only: Investment advisory fees range from 0.50% to 2.00% annually based on assets under management and other factors; fees are negotiable.
Main office location
Arcadia Wealth Management
10 Edgewood Avenue
Smithtown NY 11787, United States
Number of offices
1
Most active in
California · Florida · Louisiana · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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