# Arcadia Wealth Management, LLC

> Arcadia Wealth Management, LLC is an SEC-registered investment advisory firm in Manchester, NH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 284925
- Filed as: ARCADIA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manchester, NH
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284925
- AdvisorCensus page: https://advisorcensus.com/firm/arcadia-wealth-management-llc-manchester-nh-284925

## Quick answers

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

**Where is Arcadia Wealth Management, LLC located?**
Arcadia Wealth Management, LLC's principal office is in Manchester, NH, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arcadia Wealth Management, LLC registered with the SEC or a state?**
Arcadia Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 284925.

**How much does Arcadia Wealth Management, LLC manage?**
Arcadia Wealth Management, LLC reports $445,515,434 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (98% discretionary).

**How have Arcadia Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arcadia Wealth Management, LLC: Regulatory assets under management: $159,000,000 in the October 2021 data and $445,515,434 in the October 2026 data, up 180%. Total employees: 14 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arcadia Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (561); high net worth individuals (94); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Arcadia Wealth Management, LLC use?**
Arcadia Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Arcadia Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284925

**Does Arcadia Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is a household minimum of $500,000 in manageable AUM, which may be waived by AWM in its discretion."

**What changed in Arcadia Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 11 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> There is a household minimum of $500,000 in manageable AUM, which may be waived by AWM in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $445,515,434
- Discretionary: $436,304,772
- Non-discretionary: $9,210,662

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 561 | $222,158,754 |
| High net worth individuals | 94 | $214,376,251 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $497,799 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $8,482,630 |
| Other | 0 | $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)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH, RI, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Andover, MA

### Websites listed on Form ADV (Item 1.I)
- arcadia.financial
- arcadia.tax
- Facebook @ARCADIAFINANCIALGROUP
- Facebook facebook.com
- LinkedIn @arcadia-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,000,000 | 14 | August 2, 2021 |
| October 2022 | $212,958,807 | 15 | June 15, 2022 |
| October 2023 | $209,816,668 | 19 | September 26, 2023 |
| October 2024 | $336,764,559 | 21 | August 23, 2024 |
| October 2025 | $380,224,278 | 22 | July 31, 2025 |
| October 2026 | $445,515,434 | 20 | August 10, 2026 |

Regulatory assets under management: $159,000,000 in the October 2021 data and $445,515,434 in the October 2026 data, up 180%.
Total employees: 14 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 11 to 10.

### June 2026
- Employees performing advisory functions went from 9 to 11.

### March 2026
- Regulatory assets under management went from $380,224,278 to $445,515,434 (+17%).
- Registered or notice-filed in ME.

### December 2025
- Employees performing advisory functions went from 7 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcadia Wealth Management, LLC (CRD 284925): Form ADV filing data as of October 2026.