$113.6M Total AUM
$113.6M Disc. AUM
-- 3Y CAGR
6 Employees
27 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2025
- Office Locations
- 1
Office Locations
1891 Santa Barbara Drive Suite 206 Lancaster PA
About ARX Private Wealth
ARX Private Wealth is a Lancaster-based RIA. The firm has been operating for 0 years. Managing $113.6M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
24 AVG AGE
$22.7M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
0.4 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TYLER LEE HARRIS
Chief Investment Officer, Owner
- CRD
- #6209479
- Ownership
- 10% but less than 25%
Available
Available
Available
HALEY MARIE SCHWARTZ
Chief Compliance Officer, Owner
- CRD
- #6022987
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Maggie Grace Fisher
--
- CRD
- #7494135
Available
Available
Available
J
Joshua Todd Guevin
--
- CRD
- #7617292
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,605,108 | $1,556,234 |
| Non-Discretionary | $0 | -- |
| Total | $113,605,108 | $1,556,234 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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