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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arkadios Capital | Atlanta | GA | 05/2026 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 05/2026 | Present |
| Wells Fargo Advisors Llc | Salt Lake City | UT | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Salt Lake City | UT | 07/2015 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 04/2017 |
| Wells Fargo Bank, Na | Plano | TX | 05/2017 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 05/2017 | 03/2018 |
| Citigroup | Dallas | TX | 04/2018 | 02/2022 |
| Frost Private Bank | Dallas | TX | 02/2022 | 07/2022 |
| Citigroup | Dallas | TX | 08/2022 | 04/2025 |
| Arete Wealth Management | Mt. Juliet | IL | 07/2025 | 05/2026 |
Apex Wealth, dba, Financial Planning and guidance service. Start date: 05/2026. 100+/- hours per month, 90 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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