Overview
Assets Under Management: $312 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 102
Average Client Assets: $2 million
Frequently Asked Questions
CLARION WEALTH MANAGEMENT PARTNERS, LLC 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 #334243), CLARION WEALTH MANAGEMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
CLARION WEALTH MANAGEMENT PARTNERS, LLC is headquartered in FAIRFAX, VA.
CLARION WEALTH MANAGEMENT PARTNERS, LLC serves 102 high-net-worth clients according to their SEC filing dated May 16, 2025. View client details ↓
According to their SEC Form ADV, CLARION WEALTH MANAGEMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CLARION WEALTH MANAGEMENT PARTNERS, LLC manages $312 million in client assets according to their SEC filing dated May 16, 2025.
According to their SEC Form ADV, CLARION WEALTH MANAGEMENT PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,187
Discretionary Accounts: 1,187
Regulatory Filings
CRD Number: 334243
Filing ID: 1990046
Last Filing Date: 2025-05-16 07:49:00
Website: https://clarionwealth.com