# Arcadia Private Wealth LLC

> Arcadia Private Wealth LLC is a state-registered investment advisory firm in Cardiff by the Sea, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 339734
- Filed as: ARCADIA PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cardiff by the Sea, CA
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339734
- AdvisorCensus page: https://advisorcensus.com/firm/arcadia-private-wealth-llc-cardiff-by-the-sea-ca-339734

## Quick answers

**How is Arcadia Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arcadia Private Wealth LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Arcadia Private Wealth LLC located?**
Arcadia Private Wealth LLC's principal office is in Cardiff by the Sea, CA, according to its Form ADV.

**Is Arcadia Private Wealth LLC registered with the SEC or a state?**
Arcadia Private Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339734.

**How much does Arcadia Private Wealth LLC manage?**
Arcadia Private Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 18, 2026.

**Does Arcadia Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339734

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arcadiaprivate.com
- LinkedIn @arcadia-private-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcadia Private Wealth LLC (CRD 339734): Form ADV filing data as of October 2026.