ARCADIA WEALTH MANAGEMENT, INC.

ARCADIA WEALTH MANAGEMENT
SMITHTOWN, New York·3 registered advisors·CRD# 165504
SEC# 801-771750631-549-5400
01

Firm Overview

AUM
$256M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARCADIA WEALTH MANAGEMENT, INC.

3 registered advisors
Allison Marie Vanaski
SMITHTOWN, New York
Sara Jean Stollberger
SMITHTOWN, New York
Walter Frank Wisniewski
SMITHTOWN, New York
05

Office Locations

SMITHTOWN, New York
3 advisors

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Data sourced from SEC Form ADV filings. ARCADIA WEALTH MANAGEMENT, INC. (CRD# 165504) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.