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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2024
- Office Locations
- 4
Office Locations
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.
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Owner & Executives
MITCHELL LAWRENCE STEIN
President, PRINCIPAL
- CRD
- #4928458
- Ownership
- 25% but less than 50%
JASON A TOSH
Managing Director, PRINCIPAL
- CRD
- #5189063
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Christian George Francaviglia
Vice President | Wealth Manager
- CRD
- #7325876
Erik Michael Kratz
Senior Portfolio Manager
- CRD
- #8041955
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,130,932 | $557,972 |
| Non-Discretionary | $0 | -- |
| Total | $338,130,932 | $557,972 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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