This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$384MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$378M

Private client RAUM

$384MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

924

Individual clients

162

High net worth clients

113

Custody, client assets

$47.9M

SEC number

801-77175

CRD

165504

Filings on the tape

28

First filed

Sep 14, 2012

Latest filed

Mar 5, 2026

Organised

Corporation, NY

• Occurred

  Mar 21, 2019
  Control person left

  Jean Sara Stollberger (Chief Operating Officer) no longer on Schedule A of Arcadia Wealth Management (listed 2018-03-28, absent 2019-03-21)

  Form ADVobserved 4 days ago
• Occurred

  Sep 14, 2012
  First Form ADV filing

  Arcadia Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:181e613f-ce8b-ffeb-0205-153f0c86d173

First observed

Sep 14, 2012

Last observed

Mar 5, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.