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Arlington Wealth Management CRD 114801
$236M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21 S. Evergreen Avenue Suite 100, Arlington Heights, IL 60005-7800 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-04-01 |
| IL | RA | APPROVED | 2000-08-07 |
Branch Locations
21 S. Evergreen Avenue Suite 100, Arlington Heights, IL 60005-7800 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| World Equity Group, Inc. | Arlington Heights | IL | 07/2000 | Present |
| Arlington Capital Management, Inc. | Arlington Heights | IL | 07/2000 | Present |
Investor Education Institute. Operational Duties. Investment-Related. 6 hours per month, 3 hours per month during securities trading hours. Start Date: 01/2011. Part-Owner of Advanced Tax Reduction Group. Operational Duties. Not investment-related. 6 hours per month, 3 hours per month during securities trading hours. Start Date: 11/2022. Arlington Business Advisors. Business Brokerage. Not Investment-Related. Start Date: 01/2025. Approximately 6 hours per month, 3 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-02 |
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