|
⚲
|
| Keyboard |
| ARX Private Wealth
✚
|
|
|---|---|
| CRD # | 338631 |
| SEC # | 801-134623 |
| CIK # | |
| AUM | 113.6 M (2026-02-24) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 717-219-8226 |
| Address | 1891 Santa Barbara Drive Lancaster, PA 17601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.9 |
| (b) Individuals (high net worth individuals) | 13 | 104.2 |
| (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 | 3 | 1.4 |
| (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 | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 113.6 |
| By Discretionary | ||
| Discretionary | 73 | 113.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73 | 113.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.6 | |
| Total | 73 | 113.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
1102 Partners LLC
✚
|
114.5 M | |
|
Ryan Poage & Co LLC
✚
|
MO | 114.2 M |
|
Richard G Slater
✚
|
114.1 M | |
|
Webster Street Investment Advisors LLC
✚
|
113.7 M | |
|
Burne Financial Concepts LLC
✚
|
CT | 113.7 M |
|
Tollefson and Company Investment Management LLC
✚
|
113.7 M | |
|
Signal Ridge Capital Partners LLC
✚
|
MA | 113.6 M |
|
Hulsey Capital Management Inc
✚
|
AR | 113.2 M |
|
Form Prosperity Wealth Advisors LLC
✚
|
AZ | 112.9 M |
|
Gassman Financial LLC
✚
|
NH | 112.6 M |