Arkhitekton LLC
Arkhitekton LLC is a privately held wealth advisory firm in Freehold, New Jersey, providing investment, retirement, tax, insurance, legacy, and business-owner financial planning services through a team of five Wealth Advisors, with brokerage and advisory infrastructure supplied by Kestra IS and Kestra AS.
- Company typePrivate
- Founded-
- HeadquartersFreehold, United States
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
What Arkhitekton LLC does
Arkhitekton LLC is a privately held wealth advisory and financial planning firm headquartered at 100 Willow Brook Road, Suite 250, Freehold, New Jersey, serving individual and business clients primarily in New Jersey and the broader United States. The firm delivers a full suite of advisory services across six core individual-service lines — Investment & Income Planning, Strategic Planning, Retirement Planning, Tax Planning, Insurance Planning, and Legacy Planning — plus three business-service lines (Corporate Benefits, Transition Strategies, and Pension Plans). Service delivery follows a documented five-phase process (Connect, Analyze, Assess, Recommend, Commit) and is supported by an extensive online resource center covering Retirement, Investment, Estate, Insurance, Tax, Money, and Lifestyle topics.
The firm's underlying technology is entirely third-party and non-proprietary: client portal access is provided through RightCapital and Kestra's MyStreetScape platform, retirement-income modeling is delivered via Wealth Building Cornerstones, and securities/advisory infrastructure is supplied by Kestra Investment Services, LLC (FINRA/SIPC member) and Kestra Advisory Services, LLC. Arkhitekton explicitly disclaims affiliation with these Kestra entities in its own footer. The team comprises six to nine professionals including five Wealth Advisors (Joseph P. Silvestri, Antoinette Gega, Chester O. Gordon IV, Michael Feeney, Patrice Rizzo), a Portfolio Analyst, a Practice Manager, and two Wealth Advisor Assistants.
The business model is fee-based advisory delivered through relationship-driven, in-person wealth advisory engagements, supplemented by lead generation through educational seminars held at Brookdale Community College and West Windsor-Plainsboro Community Education. Revenue streams consist of recurring advisory fees on managed portfolios and transaction-related fees on securities routed through Kestra IS/Kestra AS. The firm also maintains a membership in Ed Slott's Elite IRA Advisor Group for specialized IRA expertise. No revenue, AUM, client count, or fee schedule is publicly disclosed.
Arkhitekton LLC firmographics
Firmographics- Name
- Arkhitekton LLC
- Legal name
- Arkhitekton LLC
- Website
- https://arkhitektonllc.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Arkhitekton LLC is a privately held wealth advisory firm in Freehold, New Jersey, providing investment, retirement, tax, insurance, legacy, and business-owner financial planning services through a team of five Wealth Advisors, with brokerage and advisory infrastructure supplied by Kestra IS and Kestra AS.
- Ownership category
- akta.pro rank
Arkhitekton LLC industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Arkhitekton LLC is headquartered
LocationHeadquarters
- HQ city
- Freehold
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Arkhitekton LLC business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Fee-based managed portfolios and investment advisory services provided through affiliation with Kestra Advisory Services, LLC. The firm offers investment planning, retirement planning, tax planning, insurance planning, and legacy planning services.
- Securities and Brokerage Services: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Revenue generated through securities transactions and advisory fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based managed portfolios |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Arkhitekton LLC product offering
Product offeringCore offering
Arkhitekton LLC is a wealth advisory practice that provides fee-based financial planning services to individuals and businesses. Core offerings include investment and income planning (fee-based managed portfolios, active indexing, annuities, 529 College Savings), strategic planning, retirement planning, tax planning, insurance planning, and legacy planning for individuals, plus corporate benefits, transition strategies, and pension plans for businesses. Services are delivered through a team of licensed wealth advisors and supported by affiliated broker-dealer and RIA infrastructure at Kestra.
Product overview
Arkhitekton LLC is a financial planning firm offering a unified suite of advisory services for individuals and businesses. The core offering consists of individual services including Investment & Income Planning (fee-based managed portfolios, active indexing, annuities, 529 College Savings), Strategic Planning, Retirement Planning, Tax Planning, Insurance Planning, and Legacy Planning. For business clients, they provide Corporate Benefits, Transition Strategies, and Pension Plans. The firm also offers supplementary financial tools and calculators for client use. Services are delivered through a team of wealth advisors and are supported by affiliated firms Kestra Investment Management (for investment management) and Ed Slott's Elite IRA Advisor Group (for IRA expertise).
Differentiator
Problem solved
Functional benefit
Products and services
- Investment & Income Planning Fee-based managed portfolios, active indexing, annuities, and 529 College Savings planning for individuals. Advisors help determine asset allocation and risk tolerance before recommending investment solutions.
- Strategic Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Legacy Planning
- Corporate Benefits
- Transition Strategies
- Pension Plans
- Financial Tools and Calculators
Companies that use Arkhitekton LLC
Customer profileSegments3 records
Ideal customer profiles3 records
Arkhitekton LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Arkhitekton LLC partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, major, support and minor.
- Kestra Investment Services, LLC (Kestra IS)coreSecurities are offered through Kestra IS, member FINRA/SIPC. This is the primary distribution channel for investment products and brokerage services.
- Kestra Advisory Services, LLC (Kestra AS)coreInvestment Advisory Services are offered through Kestra AS, an affiliate of Kestra IS. Provides the regulatory and operational infrastructure for advisory services.
- Ed Slott and CompanymajorMembership in Ed Slott's Elite IRA Advisor Group provides access to IRA educational workshops, technical experts, updates on IRA tax law changes, and a network of top financial advisors nationwide.
- Wealth Building CornerstonessupportProvides retirement planning software that calculates detailed retirement estimates and helps clients understand retirement income generation and trade-offs from various income programs.
- Brookdale Community CollegeminorVenue partner for Financial Strategies for Successful Retirement seminars offered to the public through the college's continuing education program.
- West Windsor-Plainsboro Community EducationminorVenue partner for Financial Strategies for Successful Retirement seminars offered through community education programs.
Scale indicators1 record
Expansion highlights4 records
Arkhitekton LLC competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Arkhitekton LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arkhitekton LLC leadership team
Management profileNumber of profiles
Profiles9 records
Arkhitekton LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arkhitekton LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arkhitekton LLC
What does Arkhitekton LLC do?
Arkhitekton LLC is a wealth advisory practice that provides fee-based financial planning services to individuals and businesses. Core offerings include investment and income planning (fee-based managed portfolios, active indexing, annuities, 529 College Savings), strategic planning, retirement planning, tax planning, insurance planning, and legacy planning for individuals, plus corporate benefits, transition strategies, and pension plans for businesses. Services are delivered through a team of licensed wealth advisors and supported by affiliated broker-dealer and RIA infrastructure at Kestra.
Is Arkhitekton LLC a public or private company?
Arkhitekton LLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Arkhitekton LLC founded?
Arkhitekton LLC was founded in -1.
Where is Arkhitekton LLC based?
Arkhitekton LLC is headquartered in Freehold, United States, in the North America region.
How does Arkhitekton LLC make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities and Brokerage Services.
Does Arkhitekton LLC have an API?
No public API is recorded for Arkhitekton LLC.
What industry is Arkhitekton LLC in?
Arkhitekton LLC's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.