Overview
Assets Under Management: $200 million
Headquarters: ARLINGTON HEIGHTS, IL
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
ARLINGTON WEALTH MANAGEMENT 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 #114801), ARLINGTON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ARLINGTON WEALTH MANAGEMENT is headquartered in ARLINGTON HEIGHTS, IL.
ARLINGTON WEALTH MANAGEMENT serves 58 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, ARLINGTON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARLINGTON WEALTH MANAGEMENT manages $200 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, ARLINGTON WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 747
Discretionary Accounts: 747
Regulatory Filings
CRD Number: 114801
Filing ID: 2025935
Last Filing Date: 2025-11-06 13:02:22
Website: 0