Timothy
Sperling

Arkadios Wealth Advisors

CRD#6440052
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Timothy Sperling is a financial advisor based in Scottsdale, Arizona, working with Arkadios Wealth Advisors. Timothy has previously held positions at Clear Stream Advisors, Triad Advisors, Saguaro Business Development LLC, and Arkadios Wealth Advisors. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Timothy is part of Arkadios Wealth Advisors, which operates out of Scottsdale, Arizona. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9590 E Ironwood Sq Dr, Ste 101
Scottsdale, AZ 85258

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

AZ Average: $3,570,121,308
Total Number of Employees

153

AZ Average: 58
Total Number of Accounts

1

AZ Average: 1,608
Average Account Size

$2,681,123,534

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Timothy Sperling Work History

2023 - Present (1 year)

Arkadios Wealth Advisors

2017 - Present (7 years)

Saguaro Business Development LLC

2021 - 2023 (2 years)

Triad Advisors

2015 - 2021 (6 years)

Clear Stream Advisors

2014 - 2015 (1 year)

N/A

Disclosures

Please visit the SEC profile of Timothy Sperling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arkadios Wealth Advisors

Jitender Gidwani
Iselin, NJ
Kira Schleicher
Atlanta, GA
Charles Walling
Scottsdale, AZ
Randolph Autrey
Indian Land, SC
Ian Davis
Atlanta, GA
Ronald York
Neptune, NJ
Alan Berger
Neptune, NJ
Matthew Pratt
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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