A complete list of active advisors currently associated with Arx Private Wealth

Warmer can help you find a great advisor at Arx Private Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arx Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.