Arlington Wealth Management
Arlington Wealth Management is an SEC-registered wealth manager in Arlington Heights, IL with $235.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Arlington Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114801, SEC 801-79318, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $235.9M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Arlington Heights, IL
- Employees
- 5
- Clients
- 226
- CRD
- 114801
- Ownership
- LOPRESTI, JOSEPH, FRANK; BABJAK, RICHARD, STEVEN; YAROSZ, ROBERT, DANIEL; Botnari, Ivan, N/A; HOLLAHAN, JOHN, THOMAS
How much AUM does Arlington Wealth Management have?
Arlington Wealth Management reported $235.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Arlington Wealth Management?
Disclosed owners and executives of Arlington Wealth Management include LOPRESTI, JOSEPH, FRANK, BABJAK, RICHARD, STEVEN, YAROSZ, ROBERT, DANIEL, Botnari, Ivan, N/A, HOLLAHAN, JOHN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.