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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arkadios Wealth Advisors LLC
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| CRD # | 288863 |
| SEC # | 801-110833 |
| CIK # | 0001800798 |
| AUM | $3.9 B (2025-03-31) |
| Employees | 188 (80% Investors, 60% Brokers) |
| Phone | 404-445-0035 |
| Address | 2827 Peachtree Rd Ne, Suite 510 Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,076 | 1.8 |
| (b) Individuals (high net worth individuals) | 624 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 391 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 12,091 | 3.9 |
| By Discretionary | ||
| Discretionary | 12,091 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,091 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 12,091 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800798] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Argent Capital Management LLC
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|
MO | 3.9 |
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
✚
|
CA | 3.9 |
|
Nations Financial Group Inc
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|
IA | 3.9 |
|
ZWJ Investment Counsel Inc
✚
|
GA | 3.9 |
|
Nicolet Advisory Services LLC
✚
|
WI | 3.8 |
|
Salem Investment Counselors Inc
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|
NC | 3.8 |
|
Nordwand Advisors LLC
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|
PA | 3.8 |
|
Azimuth Capital Investment Management LLC
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|
MI | 3.8 |
|
IPG Investment Advisors LLC
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|
CA | 3.8 |