Arlen Wealth Management, LLC
Arlen Wealth Management, LLC (CRD# 150618) is a financial advisory firm headquartered in Sarasota, FL. They manage $58,474,600 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Arlen Wealth Management, LLC
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$14,618,650
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, PA
Financial Advisors at Arlen Wealth Management, LLC
1
John Duggan (CRD# 4361628) is an Investment Advisor Representative working at Arlen Wealth Management, LLC in Sarasota, FL and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.