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ARCADIA WEALTH MANAGEMENT, LLC

MANCHESTER, NH · CRD 284925 · IAPD ↗ · 603-681-9190

$445.5MRegulatory AUM
10Advisory reps
20Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — ARCADIA WEALTH MANAGEMENT, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2026 — ARCADIA WEALTH MANAGEMENT, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2025 — ARCADIA WEALTH MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — ARCADIA WEALTH MANAGEMENT, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ARCADIA WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ARCADIA WEALTH MANAGEMENT, LLC reported RAUM up 61% ($209.8M -> $336.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.