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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Eagle primeElement
- Established Date
- 05-15-2023
- Office Locations
- 1
Office Locations
About Arena Wealth Management LLC
Arena Wealth Management is a fee-only RIA in Fort Wayne, IN providing fiduciary financial planning, tax-aware wealth management, and personalized investment management with outcome-based portfolios aligned to client risk and priorities. The firm also designs and manages employer retirement plans. Client access includes Schwab and eMoney portals, supporting streamlined account servicing and reporting.
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Owner & Executives
RYAN ALLAN KAY
Chief Compliance Officer, Financial Advisor, Founder, Owner, President
- CRD
- #5672578
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Luke Michael Friskney
Associate Advisor
- CRD
- #7959283
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,848,334 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,848,334 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,848,334
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,060,356,432 | 36.2% |
| Cash | $2,553,115,035 | 30.2% |
| Equity - Exchange | $2,840,551,827 | 33.6% |
| Total | $8,454,023,294 | 100.0% |