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ARENA WEALTH ADVISORS LLC

Advisory

JEFFERSONVILLE, IN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in IN
#269
of 270 advisers by AUM
Average account
$390K
across 135 accounts
AUM per adviser
$53M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients56
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IN, KY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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