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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 16, 2025 and March 31, 2026, reported AUM increased 26.4%, from $312.4M to $394.8M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 4 advisory representatives and 430 clients, or 107.5 clients per representative. That equates to $918.2K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clarion Wealth Management Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Director of Insurance and Annuities, Financial Advisor
- CRD
- #6483021
Nicholas Hart
Financial Advisor / Wealth Manager
- 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
SMA allocation detail is available
Clarion Wealth Management Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Clarion Wealth Management Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.