LANCASTER, PACRD 338631Latest ADV February 24, 2026
Arx Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated February 24, 2026, reports $114M in regulatory assets under management, 6 employees, and 73 accounts.
Assets Under Management
$114M
Employees
6
Offices
--
Total Clients
27
Primary office
LANCASTER, PA
1891 SANTA BARBARA DRIVE, SUITE 206, LANCASTER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
13
2
Individuals
37.0%
10
3
Charitable
11.1%
3
4
Corporations
3.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of February 24, 2026
Discretionary100.0%
$114M
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$114M
Total Accounts73
10Y AUM Change+$114M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee5:1
10Y Employee Change+5 (+500.0%)
* 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.