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
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Total Assets Under Management58MILLION
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Total Number of Accounts4ACCOUNTS
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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
![](/img/ws/firm-ria-sec-logo.png)
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 22 years of experience in the finance industry.
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