Arlington Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$210,202,308
Clients
224
Advisors
4
across 2 offices
About
Arlington Wealth Management provides wealth management and ongoing discretionary investment management primarily to individual clients, including high‑net‑worth households, and also accepts trusts, retirement plans, and other entities; the firm manages about $236 million for roughly 224 clients through a three‑advisor team. Services described in the Brochure include tailored wealth planning, investment management across model portfolios, consulting, and lifetime retirement income planning delivered under written advisory agreements.
Arlington’s investment approach combines quantitative models with qualitative research through a proprietary management system that maps clients into one of five risk‑type model portfolios and employs strategies such as Proactive Asset Allocation, a broadly diversified Core Strategy, Defined‑Outcome (Buffered) ETFs, and a Proactive Faith‑Based strategy; the firm also uses sub‑advisors for some mandates and may recommend private placements. Risk management tools called out in the Brochure include holding cash equivalents and, at times, short or inverse funds, and the firm monitors and rebalances model portfolios regularly while offering periodic client progress and planning meetings.
What is noteworthy about Arlington relative to many peers is its operational links to an educational affiliate: the Brochure discloses an affiliation with the Investor Education Institute, which supplies publications, investment models (PAAM), and personnel, suggesting an uncommon integration of educational publishing and advisory services that can support client outreach. The Brochure also discloses a prior SEC enforcement matter concerning past advertising of back‑tested performance and describes remedial steps (revising advertising policies, appointing a new chief compliance officer, and retaining a compliance consultant), a disclosure event that is uncommon among similar firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: $7,500 annually (Investment Management Services) $500,000 - $1,000,000: 1.50% annually (Investment Management Services) $1,000,000 - $2,500,000: 1.25% annually (Investment Management Services) $2,500,000 - $5,000,000: 1.00% annually (Investment Management Services) $5,000,000+: 0.80% annually (Investment Management Services) $0 - $2,500,000: 1.25% annually (Wealth Management Services) $2,500,000 - $5,000,000: 1.00% annually (Wealth Management Services) $5,000,000 - $10,000,000: 0.80% annually (Wealth Management Services) $10,000,000+: 0.65% annually (Wealth Management Services)
Account minimum: $500,000 Minimum fee: Wealth Management Services minimum quarterly fee of $3,750; Investment Management Services minimum quarterly fee of $1,875 Fee-only: Fixed-fee consulting arrangements on a case-by-case basis; fees are fixed price disclosed in consulting agreement
Main office
See office21 S. Evergreen Avenue, Suite 100
Arlington Heights IL 60005-7800
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Florida · Illinois · Indiana · Louisiana · Nevada · Texas
Also doing business as
Acarlington Wealth Management · Arlington Capital Management, Inc. · Arlington Wealth Management
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph L
Series 63, Series 65
Arlington Heights, IL
Arlington Wealth Management
Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.
John H
Series 65
Arlington Heights, IL
Arlington Wealth Management
John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines quantitative and qualitative investment strategies across multiple risk-based model portfolios.
Susan M
ChFC®, Series 66
Henderson, NV
Arlington Wealth Management
Susan Marshall is a financial advisor at Arlington Wealth Management with the designations ChFC® and Series 66 and five years of industry experience. She previously worked at Nautical Star Financial, Arete Wealth Advisors, LLC, and Center Street Advisors, Inc., and has an extensive background in insurance services through her own agency. Arlington Wealth Management serves individual clients, including high-net-worth households, as well as trusts and retirement plans, managing approximately $236 million across a three-advisor team. The firm uses a proprietary system that integrates quantitative models with qualitative research to offer tailored wealth planning and diversified investment strategies across model portfolios.
Gerald H
Series 66
Arlington Heights, IL
Arlington Wealth Management
Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)