ARCADIA WEALTH MANAGEMENT, INC.
Legal name: ARCADIA WEALTH MANAGEMENT
CRD #165504 SEC #801-77175 SMITHTOWN, NY 631-549-5400
SEC Registered
Total AUM
$309.3M
Discretionary
$305M
Employees
6
Clients
101
Accounts
898
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Stollberger, Sara, Jean | I | CHIEF OPERATING OFFICER | NA | Control |
| Stollberger, Sara, Jean | I | CHIEF OPERATING OFFICER | NA | Control |
| Stollberger, Sara, Jean | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS | NA | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS | NA | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS | NA | Control |
| VANASKI, ALLISON, MARIE | I | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | E | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | E | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | D | Control |
| VANASKI, ALLISON, MARIE | I | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| VANASKI, ALLISON, MARIE | I | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | D | Control |
| VANASKI, ALLISON, MARIE | I | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | D | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | D | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | D | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | D | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT | D | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | C | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | C | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | C | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT AND SENIOR WEALTH ADVISOR | C | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT AND SENIOR WEALTH ADVISOR | C | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT AND SENIOR WEALTH ADVISOR | C | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS | B | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | B | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | B | Control |
| VANASKI, ALLISON, MARIE | I | VP OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | B | Control |
| WISNIEWSKI, WALTER, FRANK | I | PRESIDENT AND SENIOR WEALTH ADVISOR | B | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (8)
CA FL LA MA NJ NY PA TX
Address
10 EDGEWOOD AVENUESMITHTOWN, NY 11787
United States
Phone: 631-549-5400