Overview
Assets Under Management: $3.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 624
Average Client Assets: $2 million
Frequently Asked Questions
ARKADIOS WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288863), ARKADIOS WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
ARKADIOS WEALTH ADVISORS LLC is headquartered in ATLANTA, GA.
ARKADIOS WEALTH ADVISORS LLC serves 624 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, ARKADIOS WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ARKADIOS WEALTH ADVISORS LLC manages $3.9 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ARKADIOS WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 624
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 12,091
Discretionary Accounts: 12,091
Regulatory Filings
CRD Number: 288863
Filing ID: 1969963
Last Filing Date: 2025-03-31 17:37:00
Website: https://arkadios.com