RIA IntelAdvisersIndianaARENA WEALTH MANAGEMENT LLC

ARENA WEALTH MANAGEMENT LLC

Advisory

FORT WAYNE, IN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IN
#234
of 270 advisers by AUM
Average account
$226K
across 353 accounts
AUM per adviser
$40M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$80M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients134
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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