Arimathea
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,473,845
Clients
23
0% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
LowAverage account size
$803,211
About
Arimathea serves individual and high-net-worth clients as well as trusts, pension and corporate clients, providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers. The firm also offers a fully digital advisory channel through its PuriFi platform in two tiers (Core and Premium) in addition to traditional advisor‑led engagements.
The firm’s investment approach emphasizes value‑aligned screening informed by Catholic social teaching—covering human dignity, family values, protection of life, and environmental stewardship—and it uses signaling arrangements and sub‑advisory relationships to implement and monitor those screens. Portfolios are tailored to client preferences and risk tolerances, with the firm noting it may act as an ERISA fiduciary for retirement plan consulting and may use third‑party managers or sub‑advisers for execution and specialized expertise.
Notable distinctions in the brochure include explicit affiliations and shared arrangements with other registered advisers (Golden State Wealth Management, Ascentis, and Redwood) and a sponsored wrap fee program tied to the PuriFi offering, plus an internal “Arimathea Accredited Advisor (AAA™)” credential and occasional promotional or beta pricing for early digital platform users. The firm also discloses offering paid educational seminars and speaking engagements and a business model that supports serving other adviser and institutional relationships via referrals and consulting.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Charitable giving & philanthropy
Demographic focus
Religious/faith focused
Fee options
Financial Planning & Consulting flat fees $1,500 to $10,000. Retirement Plan Consulting flat fees $750 to $10,000.
$0 - /: 0.65% annually (PuriFi Core Tier) $0 - /: 1.25% annually (PuriFi Premium Tier) $0 - /: Up to 2.00% annually (Traditional non-digital Comprehensive Portfolio Management and Asset Management; fees negotiable)
Certain representatives are licensed insurance agents and may recommend insurance products on a commission basis.
Financial Planning & Consulting up to $350 per hour; Retirement Plan Consulting up to $250 per hour.
Fee-only: Financial Planning & Consulting: $150-$350 per hour; flat fees $1,500-$10,000. Retirement Plan Consulting: hourly or flat fees $750-$10,000; fees based on percentage of Plan assets up to 2.00%.
Main office location
Arimathea
319 N Main St
Fort Bragg CA 95437, United States
Number of offices
2
Most active in
Arimathea has reported serving >5 clients in these states in the last 12 months.
California · Florida · Louisiana · Missouri · New York · North Carolina · Texas · Wyoming
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:
-
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.
-
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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