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
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.
Latest 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%)
* 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.