Homewood, AL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Arkadios Wealth Advisors
Multi-team
Firm-wide stats for Arkadios Wealth Advisors
About
Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals (both non-high-net-worth and high-net-worth), trusts, businesses, corporations, and retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, wrap-fee and third‑party manager programs, ERISA retirement plan consulting, financial planning, and reporting/data aggregation services.
The firm builds customized investment plans based on client risk profiles and deploys them through internally supported Advisor Managed “Crest” accounts, the firm’s Arkadios Managed Solutions (AMS) model portfolios, wrap “Peak” accounts, or selected third‑party managers. Investment analysis combines fundamental, technical, and cyclical methods, allows client‑imposed restrictions, and may incorporate alternative or non‑correlated assets and consolidated reporting that can include assets held away from direct management.
Arkadios operates a large network of dually registered investment adviser representatives who market under many separate legal business names and are affiliated with Arkadios Capital, its broker‑dealer, which receives transaction‑related, sweep and syndicate compensation and may participate in revenue‑sharing arrangements; the firm discloses processes (including NFS business credits and quarterly 12b‑1 fee reviews) intended to address these conflicts. The brochure also notes recent updates disclosing disciplinary information concerning an affiliate and that some advisors devote substantial time to other brokerage or insurance activities, factors clients may consider when evaluating their relationship.
Based on Arkadios Wealth Advisors
Expertise
Based on Arkadios Wealth Advisors
Location
3125 Independence Drive, Suite 105
Homewood AL 35209
Advisors at this office
3
Advisors at this office
Mem W
Series 63, Series 65
Homewood, AL
Arkadios Wealth Advisors
Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.
William B
Series 63, Series 65
Homewood, AL
Arkadios Wealth Advisors
William Baxley is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations. He has experience at several financial institutions, including BBVA Bank, Fuelfox, and PNC Bank, totaling over 15 years in the financial sector, though this is his first year as an advisor at Arkadios. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.
Gerald G
Series 63, Series 65
Homewood, AL
Arkadios Wealth Advisors
Gerald Garner is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He held a position at UBS Financial Services Inc from 2009 to 2023 before joining Arkadios Wealth and Arkadios Capital. Outside of his advisory work, he serves as a member of the Mountain Brook Parks & Recreation Board and is a City Council member in Mountain Brook, Alabama. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, third-party money managers, and 401(k) advisory. The firm supports advisors with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.
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