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 Registered Investment Adviser that operates under an individual ownership structure. The firm bills clients on a percentage-of-AUM basis and positions itself as a capital allocator, meaning it selects and allocates to third-party managers in addition to managing client portfolios directly. Its client mix includes individuals and families as well as institutional relationships. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops. Arcadia is not identified as an active ESG investor and reports affiliations with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Michael Panico
CEO / Financial PlannerCRD 4677661
Jessica Panico
Chief Operating OfficerCRD 7703415
Contacts
3 of 9
Ryan Raphael
Investment Adviser RepresentativeCRD 6915135
Glenn Sullivan
Financial AdvisorCRD 7043222
Kevin Toohey
Financial PlannerCRD 6182533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$333M in ETFs
80%
$266M
5%
$66.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $40.7M | 472,892 | 12.24% |
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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