Arlington Wealth Management

Overview

Arlington Wealth Management is an SEC registered investment adviser based in Arlington Heights, IL, registered since 2014. It reports $236M in assets under management across 750 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$236M

Discretionary

100%

Accounts

750

Average account

$315K

Employees

5

Advisory reps

3

Registered since

2014

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Joseph Frank Lopresti President, Owner, Chief Compliance Officer CRD 1386168
• John Thomas Hollahan Chief Compliance Officer, Managing Partner CRD 5876999

Advisory reps 3 of 3

• John Thomas Hollahan Investment Adviser Rep CRD 5876999
• Gerald Wayne Howell II Insurance Agent · Investment Adviser Rep CRD 5850165
• Joseph Frank Lopresti Investment Adviser Rep CRD 1386168

Location

Headquarters

21 S Evergreen Ave Ste 100
Arlington Heights, IL 60005

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: arlington-capital.com

Every state, with registration dates

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