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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-23 |
| AZ | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2025-04-09 |
Branch Locations
20551 N Pima Rd Ste 200, Scottsdale, AZ 85255 • United States
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 |
|---|---|---|---|---|
| Tcfg Wealth Management Llc | Rancho Santa Margarita | CA | 02/2015 | 01/2017 |
| Newbridge Securities Corporation | Rancho Santa Margarita | CA | 01/2017 | 02/2017 |
| Center Street Securities, Inc. | Nashville | TN | 03/2017 | 07/2021 |
| Center Street Advisors | Nashville | TN | 01/2018 | 07/2021 |
| Realta Equities, Inc. | Wilmington | DE | 07/2021 | 04/2025 |
| Coastal Investment Advisors | Wilmington | DE | 08/2021 | 12/2023 |
| Wealth Strategies Advisory Group | Scottsdale | AZ | 01/2022 | 12/2023 |
| Transce3Nd, Llc | Kyle | TX | 12/2023 | 04/2025 |
| Arkadios Capital | Atlanta | GA | 04/2025 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 04/2025 | Present |
1) Apex Wealth, Investment related, DBA for Arkadios. 2) FIXED INSURANCE; INSURANCE PROVIDE LIFE AND HEALTH INSURANCE SOLUTIONS FOR CLIENTS; COMMISSIONS; 5 HOURS DURING PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-05 |
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