# Joseph Lopresti

> Joseph Lopresti is a fee-only financial advisor at Arlington Wealth Management in Arlington Heights, Illinois. Joseph focuses on tax planning, estate & legacy planning and small business owners. Arlington Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-lopresti/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Arlington Wealth Management
- **Based in:** Arlington Heights, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $235.9M across 750 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 1386168 (https://adviserinfo.sec.gov/individual/summary/1386168)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1987), Series 65 (1998)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.arlington-capital.com

## Frequently asked questions

### Is Joseph Lopresti a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Arlington Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Arlington Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Lopresti based?

Joseph Lopresti is based in Arlington Heights, Illinois.

### What does Joseph specialize in?

Joseph's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Joseph works with founders and multi-generational families.

### Is Joseph Lopresti registered with the SEC?

Yes. Joseph Lopresti is registered as an investment adviser representative in IL and TX (CRD 1386168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Arlington Wealth Management manage?

Arlington Wealth Management reports $235.9M across 750 accounts in assets under management.

### How do I contact Joseph Lopresti?

Through Joseph's website, www.arlington-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1386168): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://arlington-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.