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| Arcadia Wealth Management Inc
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|---|---|
| CRD # | 165504 |
| SEC # | 801-77175 |
| CIK # | 0002059339, 0001964226 |
| AUM | 383.6 M (2026-03-05) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 631-549-5400 |
| Address | 10 Edgewood Avenue Smithtown, NY 11787 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 60.6 |
| (b) Individuals (high net worth individuals) | 113 | 323.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 924 | 383.6 |
| By Discretionary | ||
| Discretionary | 921 | 378.4 |
| Non-Discretionary | 3 | 5.2 |
| Total | 924 | 383.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.6 | |
| Total | 924 | 383.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964226] | |
| 13F-HR | [0002059339] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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Longview Financial Advisors LLC
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Paragon Financial Services
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Spartan Planning & Wealth Management LLC
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Cascades Capital Asset Management LLC
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Capital Management LLC
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|
One One Wealth Management LLC
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Accent Capital Management LLC
✚
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OH | 382.7 M |