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Arkadios Wealth Advisors CRD 288863
$8.79B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Franklin Lakes | NJ | 01/2013 | 07/2022 |
| Securities America Advisors, Inc. | Franklin Lakes | NJ | 01/2013 | 07/2022 |
| Realta Equities, Inc | Wilmington | DE | 07/2022 | 02/2024 |
| Realta Investment Advisors, Inc | Wilmington | DE | 07/2022 | 02/2024 |
| Arkadios Capital | Atlanta | GA | 02/2024 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 02/2024 | Present |
1.WEALTHSTONE GROUP LLC, Is Not Investment Related, 200 PEHLE AVE. PARK 80 WEST, PLAZA II SUITE 200, SADDLE BROOK, NJ, 07663, United States, FINANCIAL PLANNING & CONSULTING,SENIOR INVESTMENT ADVISOR, 9/22/2025, 5 hours per month, 0 hours per month during trading hours, Hourly Compensation, Provide advice on managing finances, investments, and long-term as well as short term financial goals for individuals or businesses. We will analyze financial data, identify growth opportunities, and provide guidance to help clients achieve their financial goals. 2.Wealthstone Group, Is Not Investment Related, Park 80 West, Plaza II, Suite 200, Saddle Brook, NJ, 07663, United States, REAL ESTATE CONSULTING., SENIOR INVESTMENT OFFICER,10/16/2024 ,32 hours per month, 0 hours per month during trading hours, Other Compensation, I offer real estate advisory and consulting services, providing strategic guidance to clients on market trends, property investment analysis, portfolio management, marketing strategies, and tax considerations (I do not provide tax advice) that impact their real estate portfolios. I also assist with the purchase or sale of investment properties. Compensation on consulting engagement whereby there is no transaction of real estate is based on the project hours per each engagement. Compensation for assisting in the transaction of investment real estate is based on commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-12 |
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