| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Marie Vanaski Control | Ceo, Senior Wealth Advisor, Chief Compliance Officer | Over 75% | 2014 |
| Walter Frank Wisniewski Control | President And Senior Wealth Advisor | 10-25% | 2012 |
Arcadia Wealth Management, Inc. reports $309.3 million in regulatory assets under management on its Form ADV.
Arcadia Wealth Management, Inc. reports 6 employees.
Arcadia Wealth Management, Inc. is based in Smithtown, NY and has been SEC-registered since 2012.
Arcadia Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Edgewood Avenue, Smithtown, NY 11787 |
| Phone | 631-549-5400 |
| Fax | 631-863-2706 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $305M |
| Non-discretionary | $4.3M |
| Total (RAUM) | $309.3M |