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Andrew Dinkelmeyer

Arkadios Wealth Advisors
17 Years of Experience
Scottsdale, AZ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Dinkelmeyer is a registered investment advisor at Arkadios Wealth Advisors, based in Scottsdale, AZ, with 17 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20551 N Pima RD STE 200, Scottsdale, AZ, 85255

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2021
Settled
Customer Dispute
March 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is doing business as Apex Wealth, which is investment-related and a DBA for Arkadios. He also provides life and health insurance solutions, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Arkadios CapitalBroker
April 2025 - Present · 1 yr 6 mos
Arkadios Wealth Advisors
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Transce3nd LLC
July 2023 - April 2025 · 1 yr 9 mos
Wealth Strategies Advisory Group
February 2023 - November 2023 · 9 mos
Coastal Investment Advisors
August 2021 - December 2023 · 2 yrs 4 mos
Realta Equities, INC.Broker
July 2021 - April 2025 · 3 yrs 9 mos
Center Street Advisors, INC.
January 2018 - July 2021 · 3 yrs 6 mos
Center Street Securities, INC.Broker
March 2017 - July 2021 · 4 yrs 4 mos
Newbridge Securities CorporationBroker
January 2017 - February 2017 · 1 mo
Tcfg Wealth Management, LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
Calton & Associates, INC.Broker
November 2014 - February 2015 · 3 mos
Scottrade, INC.Broker
April 2014 - November 2014 · 7 mos
National Securities CorporationBroker
November 2011 - March 2014 · 2 yrs 4 mos
Woodstock Financial Group, INC.Broker
April 2009 - November 2011 · 2 yrs 7 mos
State Registrations17 states
AZCACOFLIDKSLAMOMTNDNVNYOKSDTXUTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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