A complete list of active advisors currently associated with Arena Wealth Management LLC
Warmer can help you find a great advisor at Arena Wealth Management LLC or one who fits your needs even better.
Arena Wealth Management is a two-advisor, fee-only registered investment adviser managing roughly $79.8 million for about 134 clients. The firm provides discretionary investment management and retirement plan consulting to individuals (including high-net-worth clients), employer-sponsored plans, and charitable organizations, and does not participate in wrap-fee or performance-based programs. AWM’s investment process combines modern portfolio theory and fundamental analysis, using both passive and active vehicles and monitoring asset allocation and manager selection on an ongoing basis. The firm frequently uses Outside Managers and Separately Managed Accounts (SMAs), and recommends participation in a third-party direct-indexing and options program for clients where appropriate; account reviews are conducted at least quarterly and clients may impose written investment restrictions. Compared with many similar small, supported advisers, AWM is a recently formed firm (registered in 2023) with a stated $500,000 minimum account size (waivable on a case-by-case basis) and a recent material change removing financial planning as a service. The firm uses an institutional custodian platform that provides research and practice-support services, relies on custodial valuations for fee calculations, and does not vote client proxies, leaving proxy decisions to clients.
To learn more about the advisors currently working at Arena Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 1
| |
Fort Wayne, IN
| 16
|
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