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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2004
- Office Locations
- 1
Office Locations
About Clarion Wealth Management Partners
Clarion Wealth Management Partners is a Fairfax, VA registered investment adviser providing holistic wealth management and financial planning. The firm guides clients through discovery and values-aligned planning spanning asset protection, estate and retirement planning, cash-flow and tax considerations, and investment advice. Clarion coordinates with partner attorneys and tax specialists, and offers securities and outside products through Ideal Firm.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID WILLIAM YOUNG III
Chief Compliance Officer, President
- CRD
- #2423111
- Ownership
- 50% but less than 75%
MARGARET S YOUNG
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kelly Leann Conner Haslbeck
--
- CRD
- #6483021
Nicholas Hart
--
- CRD
- #6901431
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,487,696 | $304,557 |
| Non-Discretionary | $1,324,755 | $42,734 |
| Total | $394,812,451 | $298,422 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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