Arlington Wealth Management

RIASEC Registered

Total AUM

$236M

Discretionary

$236M

100% of AUM

Avg account

$315K

Accounts

750

Employees

Advisory reps

Firm details

Headquarters: Arlington Heights, Illinois
CRD number: 114801
Registered since: March 11, 2014
Website: arlington-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.6%
Individuals28.49%
Charitable Organizations10.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arlington Wealth Management is an independent registered investment adviser that registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Arlington acts as a capital allocator for certain client assets and uses a mix of percentage-of-AUM and fixed-fee billing. The firm reports being an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment process.