Arcadia Wealth Management, Inc.
Arcadia Wealth Management, Inc. is a SEC-registered independent investment adviser headquartered in Smithtown, New York. Founded in 2012, Arcadia serves primarily individuals (including high net worth individuals) and has approximately 6 employees. The firm provides comprehensive financial planning and investment management services designed to help clients achieve their financial goals.
Investment Strategy
Arcadia Wealth Management, Inc. offers personalized investment management and financial planning, focusing on diversified portfolios tailored to clients’ risk tolerance, objectives, and time horizon. The firm primarily serves individual investors, emphasizing fiduciary responsibility and a client-centered approach. Arcadia constructs portfolios across public equities, fixed income, and other asset classes, utilizing both discretionary and non-discretionary management, and adheres to compliance standards in line with SEC regulations.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.92% | $33.6M | 938,746 | $34.59 | $35.84 | +$3.6M |
A AVUS | AMERICAN CENTY ETF TR | 20.32% | $29.8M | 295,806 | $96.86 | $100.82 | +$5.2M |
D DFAI | DIMENSIONAL ETF TRUST | 7.89% | $11.6M | 335,019 | $29.90 | $34.57 | +$1.7M |
A AVUV | AMERICAN CENTY ETF TR | 4.66% | $6.8M | 75,077 | $95.28 | $91.10 | +$692.6K |
D DFSD | DIMENSIONAL ETF TRUST | 3.27% | $4.8M | 100,006 | $47.15 | $48.01 | +$595.0K |