# ARCADIA WEALTH MANAGEMENT, INC.

ARCADIA WEALTH MANAGEMENT, INC. of SMITHTOWN, NY is an SEC-registered investment adviser.

## Registration

- CRD: 165504
- Type: SEC-registered investment adviser
- SEC file number: 801-77175
- Location: 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787
- Phone: 631-549-5400
- Latest filing: 2026-03-05
- Regulatory AUM: $383.6M
- Discretionary AUM: $378.4M
- Non-discretionary AUM: $5.2M
- Clients: 6
- Accounts: 924

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Walter Frank Wisniewski | PRESIDENT AND SENIOR WEALTH ADVISOR | — |
| Allison Marie Vanaski | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| WISNIEWSKI WALTER FRANK | PRESIDENT; PRESIDENT AND SENIOR WEALTH ADVISOR; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VANASKI ALLISON MARIE | CEO, SENIOR WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; VP OF INVESTMENTS (+1 more) | — |
| Stollberger Sara Jean | CHIEF OPERATING OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-09-19 | regulatory | VIOLATION RULE 206(4)-2 AND 206(4)-7 OF THE ADVISERS ACT ("ADVISERS ACT"), WHERE POLICIES AND PROCEDURES WERE NOT REASONABLY DESIGNED AND IMPLEMENTED TO ADHERE TO THE CUSTODY RULE. A SURPRISE EXAMINATION FROM AN INDEPENDENT ACCOUNTANT WAS NOT CONDUCTED FROM THE YEARS 2013 TO 2019 FOR ASSETS UNDER CU… | Final | $90K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165504/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165504/similar
- Related entities: https://search.stillhousedata.com/firm/165504/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165504

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.