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ARIMATHEA

FORT BRAGG, CA · CRD 330140 · IAPD ↗ · arimatheainvesting.com · 707-813-7070

$39.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ARIMATHEA reported RAUM up 1378% ($2.7M -> $39.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — ARIMATHEA notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — ARIMATHEA added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — ARIMATHEA moved its main office from SOUTH COAST METRO, CA to FORT BRAGG, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
July 2025 — ARIMATHEA notice-filed in LA, MO, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ARIMATHEA moved its main office from POWELL, WY to SOUTH COAST METRO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2025 — ARIMATHEA reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — ARIMATHEA grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2025 — ARIMATHEA notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — ARIMATHEA moved its main office from SOUTH COAST METRO, CA to POWELL, WY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2024 — ARIMATHEA (SOUTH COAST METRO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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