Arcadia Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manchester, NH. Its latest Form ADV filing, dated April 13, 2026, reports $446M in regulatory assets under management, 19 employees, 1 office, and 2,014 accounts.
Assets Under Management
$446M
Employees
19
Offices
1 office
Total Clients
669
Primary office
MANCHESTER, NH
155 DOW STREET, SUITE 301, MANCHESTER, NH, United States
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
561
2
HNWI
14.1%
94
3
Pension Plans
1.0%
7
4
Corporations
1.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$446Mas of April 13, 2026
Discretionary97.9%
$436M
98% of total RAUM97.9%
Non-discretionary2.1%
$9M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$446M
Total Accounts2,014
10Y AUM Change+$287M (+180.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee35:1
10Y Employee Change+12 (+171.4%)
* 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.