Arabella Wealth

What Arabella Wealth does

Arabella Wealth is an independent financial advisory firm headquartered in Syracuse, New York, providing tax, estate, retirement, and investment planning services to high net worth individuals — primarily those approaching or in retirement — as well as business owners. The firm is led by owner and Investment Executive David W. Treichler (AIF, CFP, CLU), who previously managed over $160M in client assets and 200 relationships as Vice President and Senior Portfolio Manager at M&T Investment Group. Office operations and client communications are supported by Heather Brumbaugh.

The firm offers a comprehensive suite of wealth management services — portfolio construction and asset allocation across IRAs, brokerage accounts, variable annuities, and pension plans; comprehensive financial planning including 401(k)/403(b), college, tax, and estate planning; insurance solutions (life, disability, long-term care); and estate conservation strategies — all delivered through one-on-one advisory engagements. The underlying technology stack relies on third-party platforms rather than proprietary systems: Right Capital powers financial planning and performance reporting, while an aggregated client portal provides unified account access across custodians including Charles Schwab, NetxInvestor/Pershing, Fidelity Advisor, Capital Group, and Albridge.

Business model is fee- and commission-based across three revenue streams: recurring investment advisory fees routed through Bright Futures Wealth Management, LLC (an SEC-registered RIA in Webster, NY that supplies regulatory infrastructure); transaction-based securities distribution through Silver Oak Securities, Inc. (FINRA/SIPC member); and insurance product commissions across 11 licensed states. Distribution combines direct advisory consultations, an educational resource center and video library, Calendly-based scheduling, recurring webinars (including co-branded events with Fidelity Investments), media appearances on WCNY's 'Financial Fitness,' and referral relationships through the CNY Estate Planning Council and Financial Planning Association. The firm does not disclose pricing publicly; fees are set per engagement.

Name

Arabella Wealth

Legal name

Arabella Wealth

Website

https://arabellawealth.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Arabella Wealth is an independent Syracuse, NY-based financial advisory firm led by David Treichler providing investment management, retirement, estate, tax, and insurance planning to high net worth individuals and business owners across 11 U.S. states.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Financial planning services
• Estate planning services

Headquarters

HQ city

Syracuse

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through Bright Futures Wealth Management, LLC, an SEC Registered Investment Advisory firm. David Treichler operates as an Investment Executive affiliated with Bright Futures.
2. Securities Distribution: Securities offered through Silver Oak Securities, Inc. (SOSI), Member FINRA/SIPC.
3. Insurance Products: Insurance products including life insurance, long-term care insurance, disability income insurance, and variable annuities offered to clients in CA, FL, GA, HI, MD, MA, NE, NJ, NY, OH, VA & VI.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Arabella Wealth is an independent financial advisory firm providing personalized wealth management services, including investment management (stocks, bonds, IRAs, variable annuities, pension plans), comprehensive financial planning (retirement income strategies, tax planning, 401(k)/403(b), college and estate plans), insurance solutions (life, disability, long-term care), and estate planning tailored primarily to high net worth individuals approaching or in retirement.

Product overview

Arabella Wealth is a financial advisory firm offering a comprehensive suite of wealth management services through a unified advisory platform. The core offerings include Investment Management (bonds, stocks, IRAs, variable annuities, pension plans), Financial Planning (retirement income strategies, tax planning, 401(k)/403(b) planning), Insurance Services (life, disability, long-term-care), and Estate Planning. The firm, led by David W. Treichler as Owner & Investment Executive, partners with Bright Futures Wealth Management (SEC-registered RIA) for investment advisory services and uses Charles Schwab as custodian for client assets. Securities are offered through Silver Oak Securities, Inc. (FINRA/SIPC member).

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Portfolio construction and asset allocation services including management of bonds, common stock, brokerage accounts, treasury bills, government securities, treasury notes, variable annuities, and defined benefit/profit sharing pension plans. Targeted at individuals and families building and managing investable assets.
• Individual Retirement Accounts (IRAs) Management of Educational IRAs, Traditional IRAs, Roth IRAs, SEP IRAs, and Simple IRA accounts for retirement savings and tax-advantaged growth. Designed for individual savers planning for retirement.
• Financial Planning Comprehensive financial planning services including individual and business financial planning, investment management and analysis, retirement income strategies, tax plans, 401(k) and 403(b) planning, college plans, estate plans, money purchase plans, profit sharing plans, and stock option analysis. Targeted at individuals and business owners seeking holistic financial roadmaps.
• Insurance Services Insurance solutions including individual and group insurance, disability income insurance, life insurance, and long-term-care insurance to protect families from financial consequences of unexpected events. Licensed in 11 states (CA, FL, GA, HI, MD, MA, NE, NJ, NY, OH, VA & VI).
• Estate Planning Estate conservation and planning services to help manage affairs during lifetime and control distribution of wealth after death, including living trusts, special needs trusts, and beneficiary designation strategies. For individuals and families concerned with multi-generational wealth transfer.
• High Net Worth Investment Management Specialized investment management solutions for high net worth individuals, utilizing a holistic team approach with portfolio construction and asset allocation strategies tailored to client goals. Delivered via Bright Futures Wealth Management, LLC (SEC-registered RIA).

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Bright Futures Wealth Management, LLCcoreStrategic or Co-development PartnerBright Futures Wealth Management is an SEC Registered Investment Advisory (RIA) firm located in Webster, NY. David Treichler operates as an Investment Executive through Bright Futures, which provides the regulatory infrastructure and compliance framework for Arabella Wealth's advisory services. The partnership allows clients to benefit from institutional-quality investment management with personalized service.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the primary custodian for client assets held through Bright Futures Wealth Management. Charles Schwab recently merged with TD Ameritrade Institutional over Labor Day weekend 2023. The firm provides online account access through Schwab Alliance for clients to view their investment accounts.
• Silver Oak Securities, Inc.coreTechnology or IntegrationSecurities offered through Silver Oak Securities, Inc. (SOSI), Member FINRA/SIPC. This is the broker-dealer through which securities products are distributed. Arabella Wealth, Bright Futures Wealth Management, and Silver Oak Securities are separate entities.
• Fidelity InvestmentsminorGTM or Marketing PartnerFidelity Investments partnered with Arabella Wealth for a 'State of the Market' webinar featuring Chief Market Analyst Anu Gangarapu, Vice President of Capital Market Strategy for Fidelity Investments. This co-branded educational event helps Arabella Wealth attract and educate prospective clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights3 records

Customer concentration

• Xx.com/ArabellaWealth
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/arabella-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arabella Wealth