ARTHURS WEALTH MANAGEMENT

Overview

Arthurs Wealth Management is a small, individual-owned wealth adviser focused on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. Its filing indicates a clear equity preference: exchange-traded equities are the dominant holding type, and the firm maintains an active custody relationship that supports frequent trading and electronic execution. Arthurs Wealth Management is not positioned as an ESG-focused or multi-state adviser and does not identify as a pension consultant or capital allocator. The practice appears built around direct equity exposure supplemented with third-party alternative managers and traditional fixed income vehicles. That mix suggests a client service model oriented toward growth and liquid income-producing investments rather than deep private-equity-style commitments. Advisory activity centers on direct portfolio management rather than large institutional or retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices