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Arlington Wealth Management

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Client assets under management

$210,202,308

Clients

224

26% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

75

High

Average account size

$938,403

About

Arlington Wealth Management provides wealth management and ongoing discretionary investment management primarily to individual clients, including high‑net‑worth households, and also accepts trusts, retirement plans, and other entities; the firm manages about $236 million for roughly 224 clients through a three‑advisor team. Services described in the Brochure include tailored wealth planning, investment management across model portfolios, consulting, and lifetime retirement income planning delivered under written advisory agreements.

Arlington’s investment approach combines quantitative models with qualitative research through a proprietary management system that maps clients into one of five risk‑type model portfolios and employs strategies such as Proactive Asset Allocation, a broadly diversified Core Strategy, Defined‑Outcome (Buffered) ETFs, and a Proactive Faith‑Based strategy; the firm also uses sub‑advisors for some mandates and may recommend private placements. Risk management tools called out in the Brochure include holding cash equivalents and, at times, short or inverse funds, and the firm monitors and rebalances model portfolios regularly while offering periodic client progress and planning meetings.

What is noteworthy about Arlington relative to many peers is its operational links to an educational affiliate: the Brochure discloses an affiliation with the Investor Education Institute, which supplies publications, investment models (PAAM), and personnel, suggesting an uncommon integration of educational publishing and advisory services that can support client outreach. The Brochure also discloses a prior SEC enforcement matter concerning past advertising of back‑tested performance and describes remedial steps (revising advertising policies, appointing a new chief compliance officer, and retaining a compliance consultant), a disclosure event that is uncommon among similar firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Retirement income strategy Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement Values-based investing

Fee options

Percentage

$0 - $500,000: $7,500 annually (Investment Management Services) $500,000 - $1,000,000: 1.50% annually (Investment Management Services) $1,000,000 - $2,500,000: 1.25% annually (Investment Management Services) $2,500,000 - $5,000,000: 1.00% annually (Investment Management Services) $5,000,000+: 0.80% annually (Investment Management Services) $0 - $2,500,000: 1.25% annually (Wealth Management Services) $2,500,000 - $5,000,000: 1.00% annually (Wealth Management Services) $5,000,000 - $10,000,000: 0.80% annually (Wealth Management Services) $10,000,000+: 0.65% annually (Wealth Management Services)

Other

Account minimum: $500,000 Minimum fee: Wealth Management Services minimum quarterly fee of $3,750; Investment Management Services minimum quarterly fee of $1,875 Fee-only: Fixed-fee consulting arrangements on a case-by-case basis; fees are fixed price disclosed in consulting agreement

Main office location

Arlington Wealth Management

21 S. Evergreen Avenue, Suite 100

Arlington Heights IL 60005-7800, United States

Number of offices

1

Most active in

Arizona · Florida · Illinois · Indiana · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph L

Series 63, Series 65

Arlington Heights, IL

Arlington Wealth Management

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Retirement income strategy Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments Executive Founder/Business Owner Approaching retirement Values-based investing
user avatar

John H

Series 65

Arlington Heights, IL

Arlington Wealth Management

John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines quantitative and qualitative investment strategies across multiple risk-based model portfolios.

Retirement income strategy Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments Executive Founder/Business Owner Approaching retirement Values-based investing
user avatar

Gerald H

Series 66

Arlington Heights, IL

Arlington Wealth Management

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Retirement income strategy Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments Executive Founder/Business Owner Approaching retirement Values-based investing
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