Joshua Todd Guevin
Investment adviser representative at Arx Private Wealth
10 yearsExperience
1 stateRegistered in
$113.6MFirm assets
Under 1 yearFirm in business
Are you Joshua Todd Guevin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Arx Private WealthJan 2026 to now
- Rkl Wealth Management LLCMar 2021 to Jan 2026
- University of Valley ForgeJan 2020 to Aug 2020
- University of Valley ForgeJun 2017 to Aug 2018
- Villanova UniversityAug 2016 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Arx Private Wealth
$113.6MAssets managed
27Clients
5Advisers
Under 1 yearIn 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
- 7617292
- Firm CRD
- 338631