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Building 2ARCADIA WEALTH MANAGEMENT, LLC

Map pinMANCHESTER, NH
Phone603-681-9190
NotebookSEC #801-121212
Total AUM
$445.5M
Employees
21
Clients
669

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 DOW STREET
SUITE 301
MANCHESTER
NH 03101
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
603-681-9190
Other Offices
1

ReceiptFinancials

Total AUM
$445.5M
Accounts
2,014
Discretionary
$436.3M
Accounts
1,986
Non-Discretionary
$9.2M
Accounts
28

ContactClients

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Individual Clients
561
AUM
$222.2M
HNW Individual Clients
94
AUM
$214.4M
Pension/Profit Sharing Plan Clients
7
AUM
$497.8K
Corporation or Business Clients
7
AUM
$8.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHRISCTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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