ARENA WEALTH MANAGEMENT LLC

ARENA WEALTH MANAGEMENT LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 326631). Regulatory assets under management: $79.8M.

Registration

• CRD: 326631
• Type: Registered investment adviser
• Location: 10331 DAWSONS CREEK BLVD, SUITE D, FORT WAYNE, IN, 46845
• Phone: (260) 321-7694
• Latest filing: 2026-03-30
• Regulatory AUM: $79.8M
• Discretionary AUM: $79.8M
• Clients: 2
• Accounts: 353

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search