Andrew John Dinkelmeyer

Arkadios Wealth Advisors

16 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Arkadios Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

190 advisors

Number of Clients

12,091 clients

Average Client Portfolio

$319K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$150K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.25%
$250K - $500K	2.00%
$500K+	1.75%

Maximum annual asset-based fee schedule for the Peak Account.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$540

Location

Scottsdale, AZ

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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 Report How 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 · 10 mos

Arkadios Wealth Advisors

April 2025 - Present · 10 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

Exams

No exam information available for this advisor.