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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 | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Bank Texas | Mcallen | TX | 04/2016 | 06/2019 |
| Texas Regional Bank | Mcallen | TX | 06/2019 | 04/2020 |
| Obs Financial | Perrysburg | OH | 06/2019 | 03/2021 |
| Trb Wealth Management, Llc | Mcallen | TX | 04/2020 | 01/2025 |
| Arkadios Wealth Advisors | Atlanta | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
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