AP
AP

Arcie Petty

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

Cleveland, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Arcie is self-employed in real estate in Cleveland, OH, since 2015, acting as a developer, landlord, and manager. This involves placing tenants, collecting rent, coordinating repairs, and paying bills, taking about 10-20% of Arcie's time.

Employment History
Current Registrations
Simplicity Wealth
November 2025 - Present · 3 mos
Wizest INC.
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Edward Jones
June 2019 - October 2019 · 4 mos
Edward JonesBroker
May 2019 - October 2019 · 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.