Arena Wealth Advisors LLC

Arena Wealth Advisors provides discretionary asset management, comprehensive financial planning and retirement-plan consulting to individual households (including high-net-worth clients), charitable organizations and corporate or business entities. As of 12/31/2025 the firm reported approximately $52.6 million in discretionary assets under management across 51 client relationships.

The firm employs a mix of quantitative and qualitative analysis to build client-specific investment programs and accepts discretionary trading authority to implement portfolios using mutual funds, ETFs, equities, fixed income and, where appropriate, options strategies. Financial planning engagements are delivered as full plans (typically within 60 days, contingent on documentation) and client accounts are reviewed at least quarterly, with clients able to impose written investment restrictions.

Compared with many independent advisors, Arena’s brochure discloses a notable focus on pension consulting and limited-scope ERISA 3(21) fiduciary services—assisting plan sponsors with IPS development, ongoing monitoring of plan options and participant education—while expressly excluding employer securities and other illiquid assets from its ERISA scope. The firm also accepts charitable and corporate clients in addition to individuals and generally documents a $150,000 account minimum that may be lowered or waived in certain circumstances.