CLARION WEALTH MANAGEMENT PARTNERS
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
FINTRXOverview
Clarion Wealth Management Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2025 and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and commissions. The firm does not identify as an active ESG investor, is not multi-state, and is not a capital allocator. It maintains an industry affiliation with an insurance company, suggesting some continuity between insurance products and advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
3 of 5Kelly Conner Haslbeck
Director of InsuranceCRD 6483021
MARGARET YOUNG
DirectorCRD 4967674
DAVID YOUNG
Founder & PresidentCRD 2423111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$61M in ETFs
62%
$37.5M
38%
$23.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $12.2M | 143,946 | 20.03% |
Location
FAIRFAX, VA
FAIRFAX
Location
FAIRFAX, VA
Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 12500 Fair Lakes Cir
- Time zone
- ET (UTC-5)
- Office locations
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