Arcadia Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arcadia Private Wealth LLC is a fee-only registered investment adviser formed in 2026 that provides integrated wealth management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm delivers ongoing portfolio construction and oversight combined with comprehensive planning across retirement, tax, estate, cash‑flow, and risk‑management topics, and may refer clients to outside professionals when appropriate.
The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory and a mix of passive and active funds, and it may engage independent outside managers for portions of client portfolios while retaining overall advisory responsibility. Investment management is offered only as part of an ongoing wealth management relationship that includes financial planning, and discretionary trading authority is used when agreed with clients.
Compared with many solo independent advisers, Arcadia explicitly serves charitable organizations (an institutional client type) and does not charge advisory fees as a percentage of assets under management. The firm is newly established and reports no assets under management on its filing; its principal holds CFP® certification, maintains a written code of ethics, and recommends institutional custodial platforms such as Schwab and Altruist for execution and custody.
Client services
Expertise
Occupation focus
Fee options
Flat annual fee of $18,000 to $24,000, paid quarterly in arrears
Account minimum: $2,000,000 (minimum portfolio size requirement to open or maintain an account; may be reduced or waived) Minimum fee: Flat annual fee ranges from $18,000 to $24,000, inclusive of financial planning and investment management services Fee-only: Advisory fee is a flat fee including financial planning and investment management; no commissions are accepted
Main office
120 Birmingham Drive, Suite 240 C
Cardiff by the Sea CA 92007
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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