# Arlington Wealth Management

Arlington Wealth Management is a Bank / Wealth / Trust based in Arlington Heights, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Arlington Heights, United States
- **Region:** North America
- **Address:** Arlington Heights, IL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** arlington-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/arlington-wealth-mngmt

## Regulatory record

- **CRD number:** 114801
- **SEC file number:** 801-79318
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114801

## About

Arlington Wealth Management was founded in 2000 in Arlington Heights, Illinois, positioning itself as an independent registered investment advisor for the northwest Chicago suburbs. The firm advises a client base composed of individuals, high-net-worth families, retirement plan sponsors, and small-to-midsize business entities. Its independence means it operates without the proprietary product pressure that defines many bank-trust or wirehouse advisory desks. The firm's investment approach blends strategic asset allocation with manager selection across public equities, fixed income, and alternative investments, including private real estate and private credit where appropriate for client mandates. Arlington Wealth Management runs both discretionary portfolios and non-discretionary advisory accounts, tailoring each to a client's tax situation, liquidity needs, and intergenerational transfer objectives. The firm typically accesses alternative exposures through pooled vehicles and interval funds, allowing qualified clients to gain exposure without the administrative complexity of direct co-investments. Its geographic footprint concentrates on the greater Chicago metropolitan area, with clients primarily in Cook, Lake, and DuPage counties. Arlington Wealth Management operates as a lean advisory shop; principal professionals hold CFA and CFP designations and manage client relationships directly. The firm has not publicly disclosed assets under management or advisor headcount. The advisory model integrates tax planning, estate coordination, and retirement income modeling — services that many asset managers outsource to third parties. This bundled-service architecture is common among RIAs in the Chicago suburban corridor but distinguishes Arlington from pure investment managers who only deliver portfolio construction. What structurally differentiates Arlington Wealth Management is the combination of midwestern independence, multi-generational planning, and an alternatives-fluent portfolio construction process available to a client base that includes smaller retirement plans. While large aggregators have consolidated much of the suburban RIA landscape since 2015, Arlington Wealth Management has remained privately held and unaffiliated — a governance structure that preserves advisory discretion and limits conflict-of-interest risk in manager selection and asset allocation decisions.

## Questions

### Is Arlington Wealth Management an independent RIA or affiliated with a larger institution?

Arlington Wealth Management operates as an independent registered investment advisor, not a division of a bank, wirehouse, or insurance company. This structure means the firm is held to a fiduciary standard and selects investments without proprietary-product mandates. Independence is a material governance fact for allocators evaluating manager-incentive alignment, particularly in the Chicago suburban market where bank-trust competition is dense.

### What types of clients does Arlington Wealth Management serve?

The firm advises individuals and high-net-worth families, retirement plan sponsors, and business entities. Its bundled-service model — combining portfolio management with financial planning, tax strategy coordination, and retirement income modeling — is designed for clients who want a single advisory relationship rather than separate managers for each function. This client mix is typical for suburban RIAs with a multi-generational orientation.

### Does Arlington Wealth Management offer financial planning separately from investment management?

Financial planning is integrated directly into the firm's advisory process rather than offered as a standalone service line. This includes retirement income modeling, tax coordination, and estate-planning guidance. The bundled model is common among suburban Chicago RIAs and allows the firm to manage asset location and distribution strategy alongside portfolio construction — a different operational posture than firms that outsource planning to third-party providers.

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Last updated: 2026-06-03T20:00:00.000Z

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