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Arlington Wealth Management

Arlington Wealth Management. CRD 114801

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CRD: 114801

Arlington Wealth Management

Arlington Heights, IL, 60005
8476704030
arlington-wealth.com
$235.9M Total AUM
$235.9M Disc. AUM
-- 3Y CAGR
5 Employees
226 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Signal pathwayUnison
Established Date
08-07-2000
Office Locations
1

Office Locations

21 S. Evergreen Avenue Suite 100 Arlington Heights IL

About Arlington Wealth Management

Arlington Wealth Management (Arlington Heights, IL) provides wealth management for successful families and business owners, pairing financial planning with investment management aimed at wealth preservation, tax mitigation, cash-flow planning, and estate/wealth transfer. The firm emphasizes active risk management via its proprietary PAAS (Proactive Asset Allocation Strategy) and commonly implements portfolios with public funds and ETFs, with Charles Schwab as a key custodian.

Team overview

66 AVG AGE
$78.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age

Insights

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Accredited Investors

Unison crest

Asset Classes

Pathway radial Radial summit North Peak

Client Personas

Optima

Custodian

Ember radial Pathway Radial

Investment Themes

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Investment Vehicles

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Services

Catalyst Pioneer Ridge Insight Focus unison Beacon Timber Beacon

Technology

Delta momentum Matrix catalyst

Owner & Executives

JOSEPH FRANK LOPRESTI

JOSEPH FRANK LOPRESTI

Founder, Owner, President

CRD
#1386168
Ownership
75% or more
(642) 235-8429
ember.north@matrixcapital.com
in linkedin.com/in/peak-horizon
J

JOHN THOMAS HOLLAHAN

Chief Compliance Officer, Managing Partner

CRD
#5876999
Ownership
10% but less than 25%
(709) 738-7011
ember.catalyst@deltacapital.com
in linkedin.com/in/value-signal

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Contacts

G

GERALD WAYNE HOWELL II

--

CRD
#5850165
(662) 595-2587
value.momentum@bridgecapital.com
in linkedin.com/in/north-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
12-19-2023
03-21-2024
11-06-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $235,943,435 $314,591
Non-Discretionary $0 --
Total $235,943,435 $314,591

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Separately Managed Accounts

Total SMA Asset: $235,943,435

$235.9M Total SMA
Public Funds:
27.5%
Equity - Exchange:
49.7%
Cash:
22.8%
Asset class Assets Assets %
Public Funds $2,256,301,654 27.5%
Equity - Exchange $4,077,752,445 49.7%
Cash $1,870,679,190 22.8%
Total $8,204,733,289 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL OPTIMA VITAL BRIDGE MERIDIAN UCZA03GLY WBU 4.18% $81,380,813
VALUE ZENITH FUSION HARBOR NORTH KM7DYCYBD SFMQ 11.30% $49,257,625
BEACON MERIDIAN OAK PIONEER ATLAS FM73M2EN8 KHGX 1.47% $68,411,859
NORTH FOCUS CATALYST SUMMIT UG2B3066E DVCZ 6.36% $57,051,264
CREST RIDGE PATHWAY VITAL W8P4XKVHT XFAUP 7.06% $102,246,796
QUANTUM OPTIMA VERTEX OAK FUSION AYZKR1AOG YQMHT 4.55% $18,293,038
PIONEER FRONTIER OAK FRONTIER 2Z69SOTGX HBQI 12.47% $109,230,861
FOUNDATION ZENITH RADIAL MERIDIAN EMBER VEXZHTIED EZZ 9.20% $96,755,510

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