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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $309.3M | $305M | $4.3M | 6 | 0 |
| Feb 2024 | $255.6M | $252.4M | $3.1M | 6 | 0 |
| Mar 2023 | $218.8M | $215.6M | $3.2M | 6 | 0 |
| Mar 2023 | $218.8M | $215.6M | $3.2M | 6 | 0 |
| Oct 2022 | $245.3M | $241.8M | $3.5M | 5 | 0 |
| May 2022 | $245.3M | $241.8M | $3.5M | 5 | 0 |
| Mar 2022 | $245.3M | $241.8M | $3.5M | 5 | 0 |
| Jul 2021 | $197.1M | $194.4M | $2.8M | 5 | 0 |
| Mar 2021 | $197.1M | $194.4M | $2.8M | 5 | 0 |
| Oct 2020 | $177.6M | $177.6M | $0 | 5 | 0 |
| Jun 2020 | $177.6M | $177.6M | $0 | 5 | 0 |
| Apr 2020 | $177.6M | $177.6M | $0 | 5 | 0 |
| Mar 2019 | $140.1M | $140.1M | $0 | 4 | 0 |
| Mar 2018 | $140.6M | $140.6M | $0 | 5 | 0 |
| Sep 2017 | $105.1M | $105.1M | $0 | 6 | 100 |
| Apr 2017 | $105.1M | $105.1M | $0 | 6 | 100 |
| Mar 2017 | $105.1M | $105.1M | $0 | 6 | 100 |
| Mar 2016 | $87.4M | $87.4M | $0 | 4 | 26 |
| Mar 2015 | $116.9M | $116.9M | $0 | 4 | 26 |
| Mar 2015 | $116.9M | $116.9M | $0 | 4 | 26 |
| Feb 2014 | $71.1M | $71.1M | $0 | 4 | 26 |
| Nov 2013 | $31.7M | $31.7M | $0 | 4 | 11 |
| Oct 2013 | $31.7M | $31.7M | $0 | 4 | 11 |
| Sep 2013 | $31.7M | $31.7M | $0 | 4 | 11 |
| Mar 2013 | $31.7M | $31.7M | $0 | 5 | 11 |
| Jan 2013 | $31.7M | $31.7M | $0 | 5 | 11 |
DateMar 2025
Total AUM$309.3M
Discretionary$305M
Non-Disc.$4.3M
Employees6
Clients0
DateFeb 2024
Total AUM$255.6M
Discretionary$252.4M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2023
Total AUM$218.8M
Discretionary$215.6M
Non-Disc.$3.2M
Employees6
Clients0
DateMar 2023
Total AUM$218.8M
Discretionary$215.6M
Non-Disc.$3.2M
Employees6
Clients0
DateOct 2022
Total AUM$245.3M
Discretionary$241.8M
Non-Disc.$3.5M
Employees5
Clients0
DateMay 2022
Total AUM$245.3M
Discretionary$241.8M
Non-Disc.$3.5M
Employees5
Clients0
DateMar 2022
Total AUM$245.3M
Discretionary$241.8M
Non-Disc.$3.5M
Employees5
Clients0
DateJul 2021
Total AUM$197.1M
Discretionary$194.4M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2021
Total AUM$197.1M
Discretionary$194.4M
Non-Disc.$2.8M
Employees5
Clients0
DateOct 2020
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees6
Clients100
DateApr 2017
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees6
Clients100
DateMar 2017
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$71.1M
Discretionary$71.1M
Non-Disc.$0
Employees4
Clients26
DateNov 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees4
Clients11
DateOct 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees4
Clients11
DateSep 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees4
Clients11
DateMar 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees5
Clients11
DateJan 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees5
Clients11