Arcadia Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Arcadia Wealth Management reports 275 clients. They include 162 individual clients and 113 high-net-worth individuals. Of its assets, 98.6% ($378M across 921 accounts) are managed with discretion; $5.23M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 41% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $60.6M | 15.8% | $374K |
| High-net-worth individuals | 113 | $323M | 84.2% | $2.86M |
| Total | 275 | $384M | 100% | $1.39M |
- Clients
- 162
- Regulatory AUM
- $60.6M
- AUM share
- 15.8%
- Avg. per client
- $374K
- Clients
- 113
- Regulatory AUM
- $323M
- AUM share
- 84.2%
- Avg. per client
- $2.86M
Total
- Clients
- 275
- Regulatory AUM
- $384M
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Arcadia Wealth Management charges 0.50%–2.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly rate of $250, with an estimate of total hours given before engagement; invoiced on completion of the deliverables.
- Retirement Plan Advisory Services
- Fees up to 1.25% of plan assets, paid quarterly in advance or at quarter end, negotiable depending on plan size and complexity.
Allison Vanaski owns 75% or more of Arcadia Wealth Management. The leadership team of Arcadia Wealth Management includes President Walter Wisniewski and Chief Compliance Officer Allison Vanaski. It has 6 employees, 3 of them in advisory roles.
Leadership
- Walter WisniewskiPresident and Senior Wealth Advisor
- Allison VanaskiCEO, Senior Wealth Advisor, Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Kelly Ann Lynch
- Allison Marie Vanaski
- Walter Frank Wisniewski JR
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Arcadia Wealth Management, Inc.
Allison Vanaski
Control person · since January 2014
Arcadia Wealth Management’s regulatory assets grew 1.9× from $197M (July 2021) to $384M (March 2026); clients rose from 225 to 275 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $384M | 275 | 6 | 1 |
| March 2025 | $309M | 262 | 6 | 1 |
| February 2024 | $256M | 265 | 6 | 1 |
| March 2023 | $219M | 270 | 6 | 1 |
| May 2022 | $245M | 246 | 5 | 1 |
| July 2021 | $197M | 225 | 5 | 1 |
Besides its headquarters, Arcadia Wealth Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 10 Edgewood Avenue, SmithtownHQ
Contact and registration details
- Legal name
- Arcadia Wealth Management, Inc.
- Headquarters
- 10 Edgewood Avenue, Smithtown, NY 11787
- Website
- arcadiawm.com
- Phone
- 631-549-5400
- SEC file
- 801-77175
- Founded
- 2012
- Structure
- New York corporation
- Fiscal year end
- December
Arcadia Wealth Management uses Charles Schwab ($373M) as custodian for its separately managed accounts. Arcadia Wealth Management has custody of $47.9M in client assets for 37 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $373M100%
At year end, Arcadia Wealth Management’s separately managed accounts were largely in funds (48%) and stocks (47%). Its reported 13F holdings for the quarter ended 30 June 2026 total $210M across 58 positions; the largest are American Centy ETF TR (22.5%), Dimensional ETF Trust (20.1%) and Dimensional ETF Trust (8.0%).
What the accounts hold
- Stocks47%
- Funds48%
- Bonds1%
- Cash4%
Reported 13F holdings
- $210M
- Reported 13F value
- 58
- Positions
- 72.8%
- In the 10 largest
- +13.4%
- Value vs. prior quarter
- American Centy ETF TR · US EQT ETF22.5%
- Dimensional ETF Trust · US Cor Equ 2 ETF20.1%
- Dimensional ETF Trust · Intl Core EQT MK8.0%
- American Centy ETF TR · US Sml CP Valu5.0%
- Dimensional ETF Trust · Shor Dur Fix ETF3.9%
- Dimensional ETF Trust · Emerging Mkts CO3.2%
- iShares TR · Core S&P500 ETF2.7%
- Dimensional ETF Trust · Core Fixe IN ETF2.7%
- Dimensional ETF Trust · US Real Esta ETF2.4%
- American Centy ETF TR · Intl EQT ETF2.3%
Together, the ten largest are 72.8% of reported value.
How many clients does Arcadia Wealth Management have?
Arcadia Wealth Management has 275 clients and manages $384 million for them, as of March 2026. They include 162 individual clients and 113 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Arcadia Wealth Management offer?
Arcadia Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Arcadia Wealth Management charge?
Arcadia Wealth Management charges 0.50%–2.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Arcadia Wealth Management use?
Arcadia Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $373M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Arcadia Wealth Management have?
Arcadia Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arcadia Wealth Management invest in?
At the end of its last fiscal year, Arcadia Wealth Management’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 47% exchange-traded equities, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arcadia Wealth Management?
Arcadia Wealth Management’s direct owner is Allison Vanaski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Arcadia Wealth Management get paid?
Arcadia Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arcadia Wealth Management?
Arcadia Wealth Management’s main office is at 10 Edgewood Avenue, Smithtown, NY 11787. Its phone number is 631-549-5400. Its website is arcadiawm.com.