ARENA WEALTH MANAGEMENT LLC

Overview

Arena Wealth Management LLC is a small, privately owned advisory firm focused on serving individuals and families. The firm positions itself as a capital allocator that builds client portfolios primarily with public mutual funds while retaining the ability to select and monitor third-party advisers. Its advisory services include discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. Investment activity centers on multi-manager solutions rather than single-stock exposure. The firm is not an active ESG investor and operates under a single-state regulatory footprint. Custody and trade execution are routed through Charles Schwab & Co., Inc., which holds the firm’s client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices