Joseph Lopresti
Arlington Wealth Management · Arlington Heights, Illinois
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
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 |
| Assets under management | $235.9M across 750 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 1386168 |
| Exams passed | Series 63 (1987) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arlington-capital.com |
| Profile |
How Joseph's firm compares
- Arlington Wealth Management's average account is about $315,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Arlington Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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