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Firm profile

Arlington Wealth Management

ARLINGTON HEIGHTS, ILCRD 114801Latest ADV March 18, 2026

Arlington Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Arlington Heights, IL. Its latest Form ADV filing, dated March 18, 2026, reports $236M in regulatory assets under management, 5 employees, and 750 accounts.

Assets Under Management
$236M
Employees
5
Offices
--
Total Clients
226
Primary office
ARLINGTON HEIGHTS, IL
21 S. EVERGREEN AVENUE, SUITE 100, ARLINGTON HEIGHTS, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn T. Hollahan

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
165
2
HNWI
26.1%
59
3
Charitable
0.9%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$236Mas of March 18, 2026
Discretionary100.0%
$236M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$236M
Total Accounts750
10Y AUM Change$-32M (-12.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee45:1
10Y Employee Change-2 (-28.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.