Arcadia Wealth Management, Inc.
- Regulatory AUM
- $384M
- Discretionary
- $378M
- Clients
- 275
- Avg AUM / client
- $1.4M
- Accounts
- 924
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $60.6M | 15.8% |
| High net worth individuals | 113 | $323M | 84.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walter Frank Wisniewski | President And Senior Wealth Advisor | CFP | Sep 2012 (14y) | 25% – 50% |
| Allison Marie Vanaski | Ceo, Senior Wealth Advisor, Chief Compliance Officer | CFP | Jan 2014 (13y) | 50% – 75% |
| Kelly Ann Lynch | Registered representative | CFP | Mar 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: VIOLATION RULE 206(4)-2 AND 206(4)-7 OF THE ADVISERS ACT ("ADVISERS ACT"), WHERE POLICIES AND PROCEDURES WERE NOT REASONABLY DESIGNED AND IMPLEMENTED TO ADHERE TO THE CUSTODY RULE. A SURPRISE EXAMINATION FROM AN INDEPENDENT ACCOUNTANT WAS NOT CONDUCTED FROM THE YEARS 2013 TO 2019 FOR ASSETS UNDER CUSTODY. Status: Final Sanction Detail: FIRM ISSUED A MONETARY CIVIL FINE OF $90,000. PAID IN FULL Summary: NO CLIENTS OF THE ADVISOR WERE HARMED.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $373M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗