ARX Private Wealth provides financial planning and portfolio management for individuals and small businesses.
ARX Private Wealth reports 27 clients. They include 13 high-net-worth individuals, 10 individual clients and 3 charitable organizations. Of its assets, 100.0% ($114M across 73 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 5% |
| High-net-worth individuals | 48% | 92% |
| Charitable organizations | 11% | 1% |
| Corporations and other businesses | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $5.9M | 5.2% | $590K |
| High-net-worth individuals | 13 | $104M | 91.7% | $8.02M |
| Charitable organizations | 3 | $1.42M | 1.2% | $472K |
| Corporations and other businesses | 1 | $2.07M | 1.8% | $2.07M |
| Total | 27 | $114M | 100% | $4.21M |
- Clients
- 10
- Regulatory AUM
- $5.9M
- AUM share
- 5.2%
- Avg. per client
- $590K
- Clients
- 13
- Regulatory AUM
- $104M
- AUM share
- 91.7%
- Avg. per client
- $8.02M
- Clients
- 3
- Regulatory AUM
- $1.42M
- AUM share
- 1.2%
- Avg. per client
- $472K
- Clients
- 1
- Regulatory AUM
- $2.07M
- AUM share
- 1.8%
- Avg. per client
- $2.07M
Total
- Clients
- 27
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $4.21M
- 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
- 0
ARX Private Wealth charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Fee details and sources
Gregory P Ganse Spousal TR Fbo owns 25% to 50% of ARX Private Wealth. The leadership team of ARX Private Wealth includes Chief Investment Officer Tyler Harris and Chief Compliance Officer Haley Schwartz. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Arx Private Wealth
Gregory P Ganse Spousal TR Fbo
Control person · since September 2025
- Owns 25% to 50% of Arx Private Wealth
Gregory P Ganse Spousal TR Fbo Sarah M Ganse
Control person · since September 2025
Sarah Ganse
Trustee · Control person · since September 2025
- Owns 10% to 25% of Arx Private Wealth
Haley Schwartz
Control person · since February 2026
- Owns 10% to 25% of Arx Private Wealth
Tyler Harris
Control person · since February 2026
Besides its headquarters, ARX Private Wealth has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1891 Santa Barbara Drive, Suite 206, LancasterHQ
Contact and registration details
- Legal name
- Arx Private Wealth
- Headquarters
- 1891 Santa Barbara Drive, Suite 206, Lancaster, PA 17601
- Website
- arxprivatewealth.com
- Phone
- 717-219-8226
- @arx-private-wealth
- SEC file
- 801-134623
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
ARX Private Wealth’s named custodian for separately managed accounts is Charles Schwab ($106M). ARX Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $106M100%
At year end, ARX Private Wealth’s separately managed accounts were mostly in funds (63%) and bonds (22%).
What the accounts hold
- Stocks8%
- Funds63%
- Registered funds56%
- Pooled vehicles7%
- Bonds22%
- U.S. government and agency bonds14%
- Investment grade corporate bonds8%
- Cash8%
How many clients does ARX Private Wealth have?
ARX Private Wealth has 27 clients and manages $114 million for them, as of February 2026. They include 13 high-net-worth individuals, 10 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does ARX Private Wealth offer?
ARX Private Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ARX Private Wealth charge?
ARX Private Wealth charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Which custodians does ARX Private Wealth use?
ARX Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does ARX Private Wealth have?
ARX Private Wealth has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 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 ARX Private Wealth invest in?
At the end of its last fiscal year, ARX Private Wealth’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 8% exchange-traded equities, 8% investment grade corporate bonds, 8% cash and equivalents and 7% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ARX Private Wealth?
ARX Private Wealth’s direct owners are Gregory P Ganse Spousal TR Fbo, Haley Schwartz, Tyler Harris and Gregory P Ganse Spousal TR Fbo Sarah M Ganse, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does ARX Private Wealth get paid?
ARX Private Wealth 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 ARX Private Wealth?
ARX Private Wealth’s main office is at 1891 Santa Barbara Drive, Suite 206, Lancaster, PA 17601. Its phone number is 717-219-8226. Its website is arxprivatewealth.com.
