CRD: 331123
Arena Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy beaconRidge foundation +more
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
About Arena Wealth Advisors LLC
Arena Wealth Advisors LLC is an Indiana-registered, boutique, fiduciary RIA providing holistic financial planning and ongoing investment management for individuals and entrepreneurs. The team partners with clients to build customized plans aimed at long-term financial stability, typically implemented with diversified public funds and ETFs. Custody includes Charles Schwab; the firm is led by managing member and CCO Jay Gordon Conner.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAY GORDON CONNER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4558898
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,637,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,637,816 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,637,816
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,369,867,456 | 30.7% |
| Equity - Exchange | $1,914,420,616 | 24.8% |
| Cash | $818,260,425 | 10.6% |
| Equity - OTC | $2,616,889,470 | 33.9% |
| Total | $7,719,437,967 | 100.0% |