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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arcadia Wealth Management LLC
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|---|---|
| CRD # | 284925 |
| SEC # | 801-121212 |
| CIK # | 0001964226, 0002059339 |
| AUM | $380.2 M (2025-07-31) |
| Employees | 22 (32% Investors, 0% Brokers) |
| Phone | 603-681-9190 |
| Address | 155 Dow Street Manchester, NH 03101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($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) | 604 | 172.3 |
| (b) Individuals (high net worth individuals) | 95 | 199.8 |
| (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 | 31 | 3.1 |
| (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 | 17 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,615 | 380.2 |
| By Discretionary | ||
| Discretionary | 2,588 | 371.9 |
| Non-Discretionary | 27 | 8.3 |
| Total | 2,615 | 380.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.2 | |
| Total | 2,615 | 380.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964226] | |
| 13F-HR | [0002059339] |
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CO | 0.4 |
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