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ARKADIOS WEALTH ADVISORS

ATLANTA, GA · CRD 288863 · IAPD ↗ · 404-445-0035

$8.79BRegulatory AUM
151Advisory reps
188Employees
0Clients
101-250Planning clients
0Private funds
52States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ARKADIOS WEALTH ADVISORS's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — ARKADIOS WEALTH ADVISORS added office(s): 64 -> 104 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — ARKADIOS WEALTH ADVISORS reported RAUM up 128% ($3.86B -> $8.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ARKADIOS WEALTH ADVISORS added office(s): 44 -> 64 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — ARKADIOS WEALTH ADVISORS reported RAUM up 44% ($2.68B -> $3.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — ARKADIOS WEALTH ADVISORS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
84
April 2025 — ARKADIOS WEALTH ADVISORS grew from 137 to 151 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — ARKADIOS WEALTH ADVISORS notice-filed in AK, CT, DC, IN, KS, KY, MA, MS, ND, NE, NM, OK, RI, SD, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ARKADIOS WEALTH ADVISORS reported RAUM up 53% ($1.76B -> $2.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — ARKADIOS WEALTH ADVISORS grew from 115 to 137 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — ARKADIOS WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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