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
1990 Main Street, Suite 750, Sarasota, FL 34236
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • 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
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 Duggan, financial advisor Sarasota FL
John K. Duggan
CRD#: 4361628
1990 Main Street, Suite 750, Sarasota, FL 34236

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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