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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2012
- Office Locations
- 1
Office Locations
About Arcadia Wealth Management
Arcadia Wealth Management is a New York fee-only fiduciary RIA providing comprehensive financial life planning and sophisticated investment management, with an emphasis on retirement income and legacy planning for families navigating life transitions. Led by father-daughter advisors Walter Wisniewski and Allison Vanaski, the firm typically implements portfolios using ETFs and mutual funds, with Charles Schwab as a primary custodian.
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Owner & Executives
ALLISON MARIE VANASKI
Chief Compliance Officer, Chief Executive Officer, Senior Wealth Advisor, Wealth Advisor
- CRD
- #4830183
- Ownership
- 75% or more
WALTER FRANK WISNIEWSKI JR
President, Senior Wealth Advisor, Wealth Advisor
- CRD
- #1125987
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KELLY ANN LYNCH
Wealth Advisor
- CRD
- #7709711
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,367,161 | $410,822 |
| Non-Discretionary | $5,227,578 | $1,742,526 |
| Total | $383,594,739 | $415,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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