Arena Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $338M in regulatory assets under management, 8 employees, 6 offices, and 606 accounts.
Assets Under Management
$338M
Employees
8
Offices
6 offices
Total Clients
231
Primary office
CHICAGO, IL
401 N. MICHIGAN AVENUE, SUITE 610, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
158
2
Individuals
28.1%
65
3
Corporations
3.0%
7
4
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of March 31, 2026
Discretionary100.0%
$338M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$338M
Total Accounts606
10Y AUM Change+$338M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.