ARX PRIVATE WEALTH

Overview

ARX Private Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves individual and family clients as well as some institutional relationships, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with the option for hourly billing on planning work. Investment activity centers on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented with third‑party alternative managers where appropriate. The adviser does not position itself as a capital allocator or manager of proprietary funds; instead it sources external managers across alternatives. ARX Private Wealth does not self-identify as an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Investments & Alternatives

Location & Offices