Arthurs Wealth Management

Arthurs Wealth Management serves individual and high‑net‑worth clients as well as business development companies, managing roughly $94.9 million across 129 accounts as an independent, single‑advisor firm. It provides discretionary and non‑discretionary portfolio management, model‑based allocations, and periodic financial planning, and advises on equities, fixed income, ETFs, REITs, options and other securities.

The firm builds customized portfolios using fundamental analysis and Modern Portfolio Theory, aligning model selections and allocations with each client's risk tolerance, time horizon and objectives, and it monitors and rebalances accounts on an ongoing basis; tax efficiency is not a primary focus and clients are encouraged to consult tax professionals. Operationally, the firm routinely recommends Interactive Brokers as the custodian and does not combine client orders across accounts, practices that can affect execution and pricing.

Compared with many peers, Arthurs incorporates option‑writing strategies and exposure to leveraged ETFs and other derivative‑based instruments, and it lists business development companies among its client types, indicating a willingness to use more complex strategies. Its directed‑brokerage preference and explicit non‑aggregation policy are distinctive operational features prospective clients should weigh alongside the firm’s model‑driven investment approach.