Arena Wealth Management LLC logo

Arena Wealth Management LLC

Updated today

Total assets under management

$62,167,574

Total clients

94

76% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

47

Average account size

$661,357

About

Arena Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors, providing discretionary investment management, ongoing financial planning, and retirement plan consulting. The firm operates as a fee‑only registered investment adviser and manages portfolios across equities, fixed income, mutual funds, ETFs, and cash equivalents.

The firm’s investment process emphasizes asset allocation guided by Modern Portfolio Theory and a combination of passive and active strategies, with fundamental analysis applied for security selection. Arena Wealth routinely uses third‑party sub‑advisers and separately managed accounts, and it recommends a direct‑indexing and options program through a third‑party sponsor when appropriate.

Arena Wealth Management is a recently formed, small advisory firm that combines continuous, collaborative financial planning with managed account solutions, and the principal holds CFP® and AIF® credentials. The firm recently disclosed the addition of third‑party investment advisers and discloses use of Outside Managers and SMAs, creating layered advisory relationships that may differ from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%

Other

Account minimum: $500,000 Minimum fee: Financial Planning Services: $1,250 per quarter, paid in advance Fee-only: Fee-only firm; compensated solely by clients for advisory services; no commissions or sales-related compensation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Arena Wealth Management LLC

10331 Dawsons Creek Blvd, Suite D

Fort Wayne IN 46845, United States

Number of offices

1

Advisors at this firm

Ryan K

CFP®

Fort Wayne, IN

Arena Wealth Management LLC

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families
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Luke F

Series 65

Fort Wayne, IN

Arena Wealth Management LLC

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