AdvizorPro
Arena Private Wealth

Arena Private Wealth. CRD 332302

A

CRD: 332302

Arena Private Wealth

$404.7M Total AUM
$404.7M Disc. AUM
-- 3Y CAGR
8 Employees
238 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Established Date
09-13-2024
Office Locations
5

Office Locations

20046 Walker Road Suite 5 Shaker Heights OH
401 N. Michigan Avenue Suite 610 Chicago IL
-- Pepper Pike OH

About Arena Private Wealth

Arena Private Wealth (advisory services delivered through OCM Private Wealth, LLC) provides an integrated approach across wealth management, alternatives, and capital markets—combining disciplined allocation and comprehensive planning (tax, estate, cash flow, risk) with access to diligenced private investments. It offers the A01 alternatives fund to integrate private-market exposure within a broader wealth strategy, with client access supported via Fidelity.

Reported data analysis

What the numbers show

Between December 2, 2025 and September 30, 2026, reported AUM increased 190.9%, from $139.1M to $404.7M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 8 advisory representatives and 238 clients, or 29.8 clients per representative. That equates to $1.7M in reported AUM per client.

The profile lists 5 reported office locations and 2 years in operation. The source data was last updated on September 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

31 AVG AGE
$50.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.3 yrs AVG TENURE
8 Employees
8 Advisory Reps
5 RIA Reps
2yrs Firm Age

Additional firm insights

Explore the complete firm intelligence record

AdvizorPro subscribers can review Arena Private Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.

Explore AdvizorPro

Available data coverage

  • Accredited Investors
  • Asset Classes
  • CRM
  • Custodian
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

Unlock the underlying categories and values

The full Arena Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.

View full data

Owner & Executives

MITCHELL LAWRENCE STEIN

MITCHELL LAWRENCE STEIN

President, PRINCIPAL

CRD
#4928458
Ownership
25% but less than 50%
Patrick Daniel Hayes

Patrick Daniel Hayes

Chief Compliance Officer, Chief Legal Officer

CRD
#6571587
Ownership
Less than 5%

Showing 2 of 5 owners & executives

Unlock all

Contacts

C

Christian George Francaviglia

Vice President | Wealth Manager

CRD
#7325876
Erik Michael Kratz

Erik Michael Kratz

Senior Portfolio Manager

CRD
#8041955

Showing 2 of 9 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2025
09-30-2026
Category Assets AVG. Account size
Discretionary $404,708,163 $660,209
Non-Discretionary $0 --
Total $404,708,163 $660,209

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

SMA allocation detail is available

Arena Private Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

View SMA data

Start a free trial and
prospect smarter