$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-27-2017
- Office Locations
- 1
Office Locations
-- Arlington VA
About Arlington Wealth Planning, LLC
Arlington Wealth Planning is an independent, fee-only RIA serving individuals, families, and businesses with holistic fiduciary financial planning, investment management, tax services, and corporate retirement plan support. Offers flexible engagements with no minimums. Public filings indicate ETF-based portfolios and custody on Altruist.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$229.7K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
NICHOLAS GREGGORY CARAMANICA
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6154567
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,014,618 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,014,618 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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