Arcadia Wealth Management, Inc.
● SEC registered since 2012CRD 165504SEC# 801-77175Smithtown, NY
Reg. AUM
$383.6M
Employees
6
Accounts
924
Location
Smithtown, NY
Arcadia Wealth Management, Inc. assets under management
Arcadia Wealth Management, Inc. is an SEC-registered investment adviser based in Smithtown, NY. The firm has been registered since 2012. It reports $383.6 million in regulatory assets under management and employs 6 people.
Arcadia Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Marie Vanaski Control | Ceo, Senior Wealth Advisor, Chief Compliance Officer | Over 75% | 2014 |
| Walter Frank Wisniewski Control | President And Senior Wealth Advisor | Under 5% | 2012 |
Frequently asked questions
How much does Arcadia Wealth Management, Inc. manage?
Arcadia Wealth Management, Inc. reports $383.6 million in regulatory assets under management on its Form ADV.
How many employees does Arcadia Wealth Management, Inc. have?
Arcadia Wealth Management, Inc. reports 6 employees.
Where is Arcadia Wealth Management, Inc. located?
Arcadia Wealth Management, Inc. is based in Smithtown, NY and has been SEC-registered since 2012.
Does Arcadia Wealth Management, Inc. disclose fund performance?
Arcadia Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Edgewood Avenue, Smithtown, NY 11787 |
| Phone | 631-549-5400 |
| Fax | 631-863-2706 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$383.6M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$383.6Mregulatory AUM
Discretionary $378.4MNon-discretionary $5.2M