Arcadia Wealth Management is an investment advisor in Manchester with $209.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
812928983
SEC advisor number
801-77175
FINRA CRD number
165504
AUM ?
$255.59 mm
(as of 22 Feb 24)
Accounts
856
(as of 22 Feb 24)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23