firm profile
Arcadia Wealth Management, LLC
Overview
Arcadia Wealth Management, LLC is an SEC registered investment adviser based in Manchester, NH, registered since 2016. It reports $446M in assets under management across 2,014 accounts, with 20 employees. It has 10 investment adviser representatives.
- Reported AUM
- $446M
- Discretionary
- 98%
- Accounts
- 2,014
- Average account
- $221K
- Employees
- 20
- Advisory reps
- 10
- Registered since
- 2016
- Jurisdictions
- 8
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Michael Richard Panico Chief Executive Officer, Chief Compliance Officer CRD 4677661
- Jessica Panico Chief Operating Officer CRD 7703415
Advisory reps 3 of 10
- Christopher Scott Carter Investment Adviser Rep CRD 5927005
- Christopher Robert Dube Insurance Agent · Investment Adviser Rep CRD 6325472
- Taylor William Maliska Investment Adviser Rep CRD 8064731
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 155 Dow St Ste 301
Manchester, NH 03101 - County
- Hillsborough
- Metro area
- Manchester-Nashua, NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: arcadia.financial
Every state, with registration dates
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- Glenwood Investment Group, LLCManchester, NH$199M AUM
- American Wealth Protection Financial, LLCManchester, NH$70.2M AUM
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