Arx Private Wealth logo

Arx Private Wealth

Updated today

Client AUM

$110,124,042

Clients

23

Advisors

5

of 6 employees

About

ARX Private Wealth provides discretionary portfolio management, financial planning, and family office and wealth planning services to a small client base that includes individuals, high‑net‑worth and ultra‑high‑net‑worth individuals, other investment advisers, and family offices. The firm offers written financial plans, ongoing portfolio supervision, and access to private placement opportunities as part of its service menu.

The firm primarily allocates among ETFs, equities, and bonds and typically implements its strategies through model portfolios and third‑party independent managers rather than conducting proprietary quantitative or qualitative analysis of individual securities. ARX says it favors long‑term purchases with tactical short‑term actions when appropriate, tailors allocations to client risk tolerance and liquidity needs, and uses Charles Schwab as its recommended custodian.

Noteworthy aspects of the firm include a relatively small client count (23) managing about $113.6 million in discretionary assets, indicating a high average account size and an orientation toward comprehensive wealth‑transfer and trustee oversight services such as integrated tax planning, lifestyle management, and family philanthropy. The brochure is an initial SEC filing that discloses a recent change in principal ownership and emphasizes reliance on independent managers and model portfolios—items prospective clients may want to consider when evaluating the firm’s governance and investment oversight.

Client services

Financial planning Portfolio management

Expertise

Wealth management Charitable giving & philanthropy

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: The greater of $10,000 or 1% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% >$10,000,000+: 0.5%

Project-based

Hourly rates may apply for financial planning updates or additional services as needed

Other

Minimum fee: Minimum annual advisory fee of $10,000

Main office

1891 Santa Barbara Drive, Suite 206

Lancaster PA 17601

Advisors at this office

5

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler H

CFP®, Series 63

Lancaster, PA

Arx Private Wealth

Tyler Harris is a CFP® with six years of industry experience, currently serving as the sole advisor at Arx Private Wealth. He previously worked at RKL Wealth Management for seven years and The Vanguard Group, Inc. for six years. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm’s approach focuses on asset allocation and the use of third-party model portfolios and independent managers, combining family office offerings such as trustee oversight and bill-paying with access to private placements.

Wealth management Charitable giving & philanthropy
user avatar

Haley S

CFP®, Series 63, Series 65

Lancaster, PA

Arx Private Wealth

Haley Schwartz is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Arx Private Wealth. Her prior roles include positions at RKL Wealth Management LLC and Pruco Securities LLC. She is Vice President of the American Business Women's Association, Penn Square Chapter, and a member of the Lancaster Estate Planning Council. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm emphasizes asset allocation and the use of third-party model portfolios and independent managers, offering a combination of family office services and access to private placements.

Wealth management Charitable giving & philanthropy
user avatar

Maggie F

CFP®, Series 65

Lancaster, PA

Arx Private Wealth

Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.

Wealth management Charitable giving & philanthropy
user avatar

Joshua G

Series 65

Lancaster, PA

Arx Private Wealth

Joshua Guevin is a financial advisor at Arx Private Wealth with a Series 65 designation and four years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has experience in academic roles at Villanova University and the University of Valley Forge. Arx Private Wealth serves a small client base that includes high-net-worth individuals, family offices, and other advisers, offering discretionary portfolio management, financial planning, and wealth transfer services. The firm primarily invests through ETFs, equities, and bonds using model portfolios and independent managers, focusing on long-term purchases complemented by tactical short-term actions.

Wealth management Charitable giving & philanthropy
user avatar

Nikolas M

Series 63, Series 65

Lancaster, PA

Arx Private Wealth

Nikolas Madonis is a financial advisor at Arx Private Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RKL Private Wealth and Lloyds Bank Corporate Markets. His background includes roles in both wealth management and corporate markets. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to a select group of high-net-worth clients, utilizing model portfolios and third-party managers primarily through ETFs, equities, and bonds. The firm focuses on long-term investments tailored to client risk tolerance and liquidity needs while offering integrated wealth-transfer and trustee oversight services.

Wealth management Charitable giving & philanthropy
View complete list of advisors at this firm
Warmer team member

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.

Find your advisor

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”)