ARENA WEALTH ADVISORS LLC

Overview

Arena Wealth Advisors LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and institutional clients. The firm emphasizes fee-based financial planning and portfolio management for individuals and small businesses, supplemented by pension consulting services. Its stated compensation model combines a percentage-of-assets-under-management fee with the option of hourly charges, which supports both ongoing advisory relationships and project-based engagements. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure, reflecting a preference for diversified, professionally managed products rather than concentrated, single-stock positions. The firm is not positioned as an ESG-active allocator and does not describe itself as a multi-state or newly formed adviser. Arena Wealth’s operational profile indicates a small, boutique adviser focused on tailored planning and delegated asset management rather than large-scale in-house trading or capital allocative roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices