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ARCON WEALTH MANAGEMENT
ARCON WEALTH MANAGEMENT, LLC
CRD 144137
100 GINGER COURT, SOUTHLAKE, TX, 76092, United States
Phone
817-224-2224
Fax
817-224-2214
Registration
— (—)
Source
State registered
Total AUM
$33.2M
Discretionary AUM
$33.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $6.0M |
| High net worth individuals | 10 | $27.2M |
All web addresses on file
Official SEC filing: View on IAPD