Arlen Wealth Management, LLC

Arlen Wealth Management, LLC (CRD# 150618) is a financial advisory firm headquartered in Sarasota, FL. They manage $40,981,305 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $40,981,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Arlen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John K. Duggan
CRD#: 4361628
1990 Main Street, Suite 750, Sarasota, FL 34236
93
Wealthminder
score

John Duggan (CRD# 4361628) is an Investment Advisor Representative working at Arlen Wealth Management, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.

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