This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
About Arcadia Wealth Management, LLC
Arcadia Tax (Arcadia Wealth Management, LLC) provides tax planning and tax preparation for individuals and small businesses, with tailored guidance for complex situations and an ongoing, accountability-focused client relationship. The team includes Enrolled Agent and accounting/CFO backgrounds with experience supporting entrepreneurs. Public profile data indicates the advisory business uses Fidelity/NFS custody and the Orion platform.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL RICHARD PANICO
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4677661
- Ownership
- 75% or more
Jessica Panico
Certified Financial Planner, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ALEXANDER AARON BULL
Paraplanner
- CRD
- #7121071
CHRISTOPHER SCOTT CARTER
Financial Planner, CFP®
- CRD
- #5927005
Signal crest
Wave delta zenith
- CRD
- #68987
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,304,772 | $219,690 |
| Non-Discretionary | $9,210,662 | $328,952 |
| Total | $445,515,434 | $221,209 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $445,515,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,282,267,302 | 35.3% |
| Cash | $691,792,072 | 10.7% |
| Equity - Exchange | $3,491,287,091 | 54.0% |
| Total | $6,465,346,465 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST UNISON SUMMIT | LEGACY MATRIX | W0F4XR6MN | EJUF | 3.47% | $86,287,480 |
| PRIME BRIDGE PATHWAY | FRONTIER DELTA | OVAKFXTE2 | LDYON | 8.67% | $118,637,236 |
| MATRIX ALPHA | VITAL ZENITH | 9Z3BKA463 | MNBXO | 10.66% | $115,713,526 |
| FOCUS HARBOR | SUMMIT RIDGE | VJR3HR8CE | VTGX | 3.96% | $3,766,432 |
| EMBER MOMENTUM TIMBER | EAGLE OPTIMA | W1JW3KUD0 | XEHWK | 9.08% | $55,345,257 |
| VITAL CAPITAL GLACIER | ELEMENT PEAK | 95A95YJN0 | WSK | 10.81% | $16,001,769 |
| FOCUS VERTEX | CREST ATLAS | SHPQ57M00 | LWC | 5.21% | $49,133,586 |
| PATHWAY ATLAS | VITAL HORIZON | FKASISX2I | XOINT | 5.12% | $64,653,916 |