PPrivate Fund Data Log in Join · $37/mo

Arcadia Wealth Management, LLC

● SEC registered since 2021CRD 284925SEC# 801-121212Manchester, NH
Export (members)
Reg. AUM
$380.2M
Employees
21
Accounts
2,615
Location
Manchester, NH

Arcadia Wealth Management, LLC assets under management

Arcadia Wealth Management, LLC is an investment advisory firm registered with the SEC based in Manchester, NH. The firm has been registered since 2021. It reports $380.2 million in regulatory assets under management and employs 21 people.
www.linkedin.com/company/arcadia-financial-groupView on SEC.gov ↗

Arcadia Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Nmn Panico ControlChief Operating OfficerUnder 5%2012
Michael Richard Panico ControlCeo & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Arcadia Wealth Management, LLC manage?

Arcadia Wealth Management, LLC reports $380.2 million in regulatory assets under management on its Form ADV.

How many employees does Arcadia Wealth Management, LLC have?

Arcadia Wealth Management, LLC reports 21 employees.

Where is Arcadia Wealth Management, LLC located?

Arcadia Wealth Management, LLC is based in Manchester, NH and has been SEC-registered since 2021.

Does Arcadia Wealth Management, LLC disclose fund performance?

Arcadia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 Dow Street, Suite 301, Manchester, NH 03101
Phone603-681-9190
Fax603-912-4947
Office hours9:00 a.m. - 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$371.9M
Non-discretionary$8.3M
Total (RAUM)$380.2M