ARCADIA WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MANCHESTER, New Hampshire
- CRD number
- 284925
- Registered since
- May 14, 2021
- Website
- arcadiawm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals49.87%
- HNWI48.12%
- Corporations / Businesses1.9%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Arcadia Wealth Management, LLC is an independent, SEC‑registered RIA organized as an LLC and founded in 2021. The firm is owner‑managed and bills clients on a percentage‑of‑AUM basis. Its client mix includes individuals, families and institutional relationships. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support and educational seminars/workshops. Arcadia identifies itself as a capital allocator but does not indicate an active ESG focus or multi‑state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents8%
- Exchange Traded Equities4%
Owners & executives
2 of 2MICHAEL PANICO
CEO / Financial PlannerCRD 4677661
Jessica Panico
Chief Operating OfficerCRD 7703415
Contacts
3 of 10WILLIAM SALAZAR
Financial PlannerCRD 7231735
Glenn Sullivan
Financial AdvisorCRD 7043222
TIMOTHY SPAMPINATO
ParaplannerCRD 7935459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$282M in ETFs
84%
$236M
5%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $35.8M | 559,227 | 12.70% |
Location
MANCHESTER, NH
HILLSBOROUGH
Location
MANCHESTER, NH
Headquartered in MANCHESTER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 155 Dow St
- Time zone
- ET (UTC-5)
- Office locations
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