Arcadia Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Arcadia Private Wealth LLC is a recently formed, fee-only advisory firm that provides wealth management services combining investment management with comprehensive financial planning. The firm states it serves individuals, high-net-worth clients, and charitable organizations and maintains a stated account minimum for new engagements.
The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and a mix of passive and active vehicles, including mutual funds and ETFs, tailored to client goals and risk tolerance. Arcadia routinely uses select outside investment managers to manage portions of client portfolios while retaining responsibility for financial planning and for ongoing monitoring of those managers’ strategies, holdings, and operational controls.
Notably, Arcadia explicitly recommends and selects other advisers (Outside Managers) and documents due diligence and monitoring processes for those relationships, a practice that fewer investment-manager peers report. The firm also departs from the common percentage-of-assets fee model by employing a bundled advisory fee that covers both planning and investment services and does not accept commission-based compensation; it reports no assets under management at the time of filing.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Account minimum: $1,500,000 Minimum fee: Flat fee ranging from $18,000 to $24,000 annually, including financial planning and investment management Fee-only: Flat annual fee (bundled) from $18,000 to $24,000, negotiable
Main office location
Arcadia Private Wealth LLC
120 Birmingham Drive,, Suite 240 C
Cardiff By The Sea CA 92007, United States
Number of offices
1
Most active in
Arcadia Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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