DBA: ARKADIOS WEALTH ADVISORS
| Total AUM | $8.79B |
| Discretionary | $8.79B100% of AUM |
| Client Accounts | 14,886 |
| Avg Account Size | $590K |
| Employees | 188 |
| Peak AUM | $8.79BMar 2026 |
Total AUM
$8.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.8B | +127.9% | +66.2% | +61.0% | |
| Discretionary AUM | |||||
| Total AUM | $8.79B |
| Discretionary | $8.79B |
| Employees | 188 |
| Client Accounts | 14886 |
| Client Range | 101-250 |
Address
2827 PEACHTREE RD NE, SUITE 510
ATLANTA GA 30305
Phone
404-445-0035
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $8.8B |
| +127.9% |
| +66.2% |
| +61.0% |
| Total Accounts | 15k | +23.1% | +18.1% | +32.3% |
| Avg Account Size | $590,476.976 | +85.1% | +40.7% | +21.7% |
| Employees | 188 | 0.0% | +9.8% | +24.1% |
| AUM / Employee | $47M | +127.9% | +51.4% | +29.8% |
Client AUM Segments | |||||
| Wealth AUM | $7.4B | +123.4% | +63.7% | +58.7% | |
| Institutional AUM | $1.4B | +155.5% | +82.7% | +78.1% | |
Client Count Segments | |||||
| HNW Clients | 14k | +22.4% | +18.5% | +38.8% | |
| Institutional | 566 | +44.8% | 0.8% | +29.7% | |
| Individuals | 764 | +22.4% | +36.5% | +42.7% | |