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ARKADIOS WEALTH ADVISORS
ATLANTA, GA
404-445-0035
SEC #801-110833Total AUM
$8.8B
Employees
188Clients
14,886Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2827 PEACHTREE RD NE, SUITE 510
ATLANTA
GA 30305
United States
ATLANTA
GA 30305
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Monday - Friday
Phone
404-445-0035
Other Offices
104
Financials
Total AUM
$8.8B
Accounts
14,886Discretionary
$8.8B
Accounts
14,886Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
13,556AUM
$4.1B
HNW Individual Clients
764AUM
$3.3B
Pension/Profit Sharing Plan Clients
29AUM
$35M
Charitable Organization Clients
16AUM
$59.8M
Corporation or Business Clients
521AUM
$1.3B
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.