# Arcadia Wealth LLC

> Arcadia Wealth LLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 3, 2025.

- CRD: 312464
- Filed as: ARCADIA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: January 3, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312464
- AdvisorCensus page: https://advisorcensus.com/firm/arcadia-wealth-llc-phoenix-az-312464

## Quick answers

**How is Arcadia Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arcadia Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Arcadia Wealth LLC located?**
Arcadia Wealth LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Arcadia Wealth LLC registered with the SEC or a state?**
Arcadia Wealth LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312464.

**How much does Arcadia Wealth LLC manage?**
Arcadia Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated January 3, 2025.

**Does Arcadia 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/312464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arcadiaw.com
- holosfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcadia Wealth LLC (CRD 312464): Form ADV filing data as of October 2026.