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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2024
- Office Locations
- 5
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.
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
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Arena Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MITCHELL LAWRENCE STEIN
President, PRINCIPAL
- CRD
- #4928458
- Ownership
- 25% but less than 50%
Patrick Daniel Hayes
Chief Compliance Officer, Chief Legal Officer
- CRD
- #6571587
- Ownership
- Less than 5%
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 | $404,708,163 | $660,209 |
| Non-Discretionary | $0 | -- |
| Total | $404,708,163 | $660,209 |
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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.