Overview
Assets Under Management: $338 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 158
Average Client Assets: $1.8 million
Frequently Asked Questions
ARENA PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332302), ARENA PRIVATE WEALTH is subject to fiduciary duty under federal law.
ARENA PRIVATE WEALTH is headquartered in CHICAGO, IL.
ARENA PRIVATE WEALTH serves 158 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ARENA PRIVATE WEALTH offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ARENA PRIVATE WEALTH manages $338 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ARENA PRIVATE WEALTH serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.84%
Average Client Assets: $1.8 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 332302
Filing ID: 2041642
Last Filing Date: 2026-03-31 16:36:20