Overview
Assets Under Management: $114 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 13
Average Client Assets: $8 million
Frequently Asked Questions
ARX PRIVATE WEALTH 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 #338631), ARX PRIVATE WEALTH is subject to fiduciary duty under federal law.
ARX PRIVATE WEALTH is headquartered in LANCASTER, PA.
ARX PRIVATE WEALTH serves 13 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, ARX PRIVATE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
ARX PRIVATE WEALTH manages $114 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, ARX PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.74
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 73
Discretionary Accounts: 73
Regulatory Filings
CRD Number: 338631
Filing ID: 2055153
Last Filing Date: 2026-02-24 07:20:28