# ARX Private Wealth

> ARX Private Wealth is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 338631
- Filed as: ARX PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338631
- AdvisorCensus page: https://advisorcensus.com/firm/arx-private-wealth-lancaster-pa-338631

## Quick answers

**How is ARX Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), ARX Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is ARX Private Wealth located?**
ARX Private Wealth's principal office is in Lancaster, PA, according to its Form ADV.

**Is ARX Private Wealth registered with the SEC or a state?**
ARX Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338631.

**How much does ARX Private Wealth manage?**
ARX Private Wealth reports $113,605,108 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does ARX Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (10); charitable organizations (3).

**Which custodians does ARX Private Wealth use?**
ARX Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does ARX Private Wealth 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/338631

**Does ARX Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "ARX does not impose a minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in ARX Private Wealth's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $113,605,108. Employees performing advisory functions went from 1 to 5. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None

> ARX does not impose a minimum portfolio value for starting and maintaining an investment management relationship.

- Minimum annual fee: $10,000

> We charge a minimum annual advisory fee of $10,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $113,605,108
- Discretionary: $113,605,108
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,901,428 |
| High net worth individuals | 13 | $104,222,614 |
| Charitable organizations | 3 | $1,415,448 |
| Corporations or other businesses not listed above | 1 | $2,065,618 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $113,605,108.
- Employees performing advisory functions went from 1 to 5.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ARX Private Wealth (CRD 338631): Form ADV filing data as of October 2026.