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ARENA WEALTH ADVISORS LLC
CRD 331123
380 MISSOURI AVE, SUITE A2, JEFFERSONVILLE, IN, 47130, United States
Phone
502-396-7375
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.6M
Discretionary AUM
$52.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $13.3M |
| High net worth individuals | 13 | $35.3M |
| Charitable organizations | 4 | $4.0M |
| Corporations/business entities | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD