Clarion Wealth Management Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfax, VA. Its latest Form ADV filing, dated March 31, 2026, reports $395M in regulatory assets under management, 8 employees, and 1,323 accounts.
Assets Under Management
$395M
Employees
8
Offices
--
Total Clients
420
Primary office
FAIRFAX, VA
12500 FAIR LAKES CIRCLE, SUITE 250, FAIRFAX, VA, United States
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
282
2
HNWI
30.7%
129
3
Pension Plans
1.7%
7
4
Corporations
0.5%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of March 31, 2026
Discretionary99.7%
$393M
100% of total RAUM99.7%
Non-discretionary0.3%
$1M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$395M
Total Accounts1,323
10Y AUM Change+$395M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change+1 (+14.3%)
* 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.