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ARENA WEALTH MANAGEMENT LLC
CRD 326631
10331 DAWSONS CREEK BLVD, SUITE D, FORT WAYNE, IN, 46845, United States
Phone
(260) 321-7694
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$79.8M
Discretionary AUM
$79.8M
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $28.7M |
| High net worth individuals | 27 | $51.1M |
All web addresses on file
Official SEC filing: View on IAPD