Henderson, NV Office

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.