Arcadia Wealth Management
Arcadia Wealth Management is an SEC-registered wealth manager in Smithtown, NY with $383.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Arcadia Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165504, SEC 801-77175, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $383.6M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Smithtown, NY
- Employees
- 6
- Clients
- 275
- CRD
- 165504
- Ownership
- VANASKI, ALLISON, MARIE; WISNIEWSKI, WALTER, FRANK; Stollberger, Sara, Jean
How much AUM does Arcadia Wealth Management have?
Arcadia Wealth Management reported $383.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Arcadia Wealth Management?
Disclosed owners and executives of Arcadia Wealth Management include VANASKI, ALLISON, MARIE, WISNIEWSKI, WALTER, FRANK, Stollberger, Sara, Jean. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.