ARCON WEALTH MANAGEMENT

Overview

Arcon Wealth Management is an independent RIA organized as a limited liability company that focuses on individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and it charges a mix of percentage-of-AUM, hourly and fixed fees. Ownership is held by an individual rather than a corporate parent, and the firm does not position itself as a capital allocator or pension consultant. Arcon is affiliated with an insurance company, which can influence product access and distribution for insurance-based solutions. Investment practice emphasizes professionally managed public funds and mutual funds as the primary building blocks of client portfolios, with financial planning layered on top. The firm does not identify as an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices