ARLEN WEALTH MANAGEMENT, LLC
ARLEN WEALTH MANAGEMENT, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 150618). Regulatory assets under management: $70.1M.
Registration
- CRD: 150618
- SEC file number: 801-70349
- Type: Registered investment adviser
- Location: 1990 MAIN STREET, SARASOTA, FL, 34236
- Phone: 941-309-5193
- Latest filing: 2026-03-12
- Regulatory AUM: $70.1M
- Discretionary AUM: $70.1M
- Clients: 1
- Accounts: 4
Business model
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| DUGGAN JOHN KANE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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