Nikolas Madonis
ARX Private Wealth · Lancaster, Pennsylvania
Nikolas Madonis is a fee-only financial advisor at ARX Private Wealth in Lancaster, Pennsylvania. Nikolas 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 7294547 |
| Exams passed | Series 63 (2020) · Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | arxprivatewealth.com |
| Profile |
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Questions about Nikolas
Is Nikolas Madonis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nikolas 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 Nikolas charge for financial advice?
Nikolas's firm, ARX Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nikolas Madonis based?
Nikolas Madonis is based in Lancaster, Pennsylvania.
What does Nikolas specialize in?
Nikolas's specialties include retirement planning, tax planning, family wealth transfer and founders (pre-exit). Nikolas works with founders, executives, multi-generational families, high earners and ultra high net worth.
Is Nikolas Madonis registered with the SEC?
Yes. Nikolas Madonis is registered as an investment adviser representative in PA (CRD 7294547), 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 Nikolas Madonis?
Through Nikolas'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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