Falists
← Back to search

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS, LLC

CRD 334243 · SEC 801-131858

Visit website

12500 FAIR LAKES CIRCLE, SUITE 250, FAIRFAX, VA, 22033, United States

Phone

(703) 631-4800

Fax

(703) 631-4810

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$394.8M

Discretionary AUM

$393.5M

Team

8 total employees; 4 advisory reps; 10 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars401K PROFIT SHARING CONSULTING

Client types

TypeClientsAUM
Individuals282$111.2M
High net worth individuals129$280.1M
Pension/profit sharing plans7$3.3M
Corporations/business entities2$207K

States served

CA, GA, MD, NC, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD