Joshua Guevin
ARX Private Wealth · Lancaster, Pennsylvania
Joshua Guevin is a fee-only financial advisor at ARX Private Wealth in Lancaster, Pennsylvania. Joshua focuses on retirement planning, tax planning and family wealth transfer. ARX Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- High earners
- Ultra high net worth
Facts
| Firm | ARX Private Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $113.6M across 73 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7617292 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | arxprivatewealth.com |
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Questions about Joshua
Is Joshua Guevin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and ARX Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, ARX Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joshua Guevin based?
Joshua Guevin is based in Lancaster, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include retirement planning, tax planning, family wealth transfer and founders (pre-exit). Joshua works with founders, executives, multi-generational families, high earners and ultra high net worth.
Is Joshua Guevin registered with the SEC?
Yes. Joshua Guevin is registered as an investment adviser representative in PA (CRD 7617292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARX Private Wealth manage?
ARX Private Wealth reports $113.6M across 73 accounts in assets under management.
How do I contact Joshua Guevin?
Through Joshua's website, arxprivatewealth.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
- ARX Private Wealth 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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