Kevin Whitworth
Investment adviser representative at Arkadios Wealth Advisors
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Arkadios Wealth AdvisorsJan 2025 to now
- Trb Wealth Management, LLCApr 2020 to Jan 2025
- Obs FinancialJun 2019 to Mar 2021
- Texas Regional BankJun 2019 to Apr 2020
- Vantage Bank TexasApr 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5797314
- Firm CRD
- 288863