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ARTHURS WEALTH MANAGEMENT LLC

Advisory

PONTE VEDRA BEACH, FL

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in FL
#1,339
of 2,610 advisers by AUM
Average account
$736K
across 129 accounts
AUM per adviser
$95M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM
$95M
Discretionary %
100%
Clients
129
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

DREGGORS, RIGSBY & TEAL, PA
DELAND, FL
$95M
LION CAPITAL ADVISORS LLC
MIAMI, FL
$95M
0.0% 1Y
STARK FINANCIAL ADVISERS, INC.
OKEECHOBEE, FL
$95M
+30.5% 1Y
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
ORLANDO, FL
$95M
TRUST HOUSE, INC.
FT. LAUDERDALE, FL
$94M
-30.5% 1Y
HELLER PRIVATE WEALTH LLC
FORT LAUDERDALE, FL
$96M

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