Arcadia Wealth Management, Llc
- Regulatory AUM
- $446M
- Discretionary
- $436M
- Clients
- 669
- Avg AUM / client
- $666K
- Accounts
- 2,014
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 561 | $222M | 49.9% |
| High net worth individuals | 94 | $214M | 48.1% |
| Pension and profit sharing plans | 7 | $498K | 0.11% |
| Corporations and other businesses | 7 | $8.5M | 1.9% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Panico, Jessica, Nmn | Chief Operating Officer | Jan 2012 (15y) | Less than 5% | |
| Michael Richard Panico | Ceo & Chief Compliance Officer | CFP | May 2016 (10y) | 75% or more |
| Christopher Robert Dube | Registered representative | Jun 2021 (5y) | ||
| Alexander Aaron Bull | Registered representative | Oct 2021 (5y) | ||
| Ryan Raphael | Registered representative | Jul 2023 (3y) | ||
| Trever Lawrence Robbins | Registered representative | CFP | May 2024 (2y) | |
| Kevin Jonathan Toohey | Registered representative | CFP | Oct 2024 (2y) | |
| Taylor William Maliska | Registered representative | Apr 2025 (1y) | ||
| Timothy Spampinato | Registered representative | Jun 2025 (1y) | ||
| Christopher Scott Carter | Registered representative | CFP | Aug 2025 (1y) | |
| William James Salazar | Registered representative | CFP | Apr 2026 (0y) | |
| Glenn Sullivan | Registered representative | May 2026 (0y) |
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) | 05/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $436M (98% of AUM) May 2026
- Altruist Financial $22.2M (11% of AUM) Nov 2023
- TD Ameritrade $84.7K (0% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗