Clarion Wealth Management Partners

RIASEC RegisteredEst. 2025

Total AUM

$395M

Discretionary

$393M

100% of AUM

Avg account

$298K

Accounts

1,323

Employees

Advisory reps

Firm details

Headquarters: Fairfax, Virginia
CRD number: 334243
Registered since: January 17, 2025
Website: clarionwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI70.95%
Individuals28.16%
Pension & Profit Sharing Plans0.84%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clarion Wealth Management Partners is an independent registered investment adviser organized as an LLC. The firm lists an SEC registration year of 2025 and is owned by an individual. Its client mix spans high‑net‑worth individuals and families as well as institutional clients. Advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Compensation is flexible and includes percentage‑of‑AUM fees, hourly and fixed fees, and commission arrangements. The firm does not describe itself as an ESG investor and is not identified as a multi‑state adviser or a capital allocator. It maintains an industry affiliation with an insurance company.