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Arcon Wealth Management
ARCON WEALTH MANAGEMENT is an SEC-registered investment adviser in SOUTHLAKE, TX. The firm manages approximately $33 million in regulatory assets.
Arcon Wealth Management
ARCON WEALTH MANAGEMENT is an SEC-registered investment adviser in SOUTHLAKE, TX. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Arcon Wealth Management a single-family office?
No. Arcon Wealth Management operates as a registered investment advisor (RIA) serving multiple high-net-worth clients, not a single-family office. It provides wealth management and asset management services to families and institutions on a fiduciary basis.
What types of investments does Arcon Wealth Management typically make?
Arcon Wealth Management focuses on a mix of traditional asset classes including equities, fixed income, and alternative investments. The firm constructs diversified portfolios tailored to client objectives, though specific strategies or private market exposure are not detailed publicly.
Does Arcon Wealth Management invest in private equity or venture capital?
Publicly available information does not indicate direct private equity or venture capital investing by Arcon. The firm may allocate to alternatives through external manager selection, but no direct co-investments or fund commitments have been disclosed.
Where does Arcon Wealth Management operate?
Arcon Wealth Management is registered in the United States as an RIA. While specific office locations are not publicly listed, its client base is primarily US-based high-net-worth individuals and institutions.
Who leads Arcon Wealth Management?
Leadership details for Arcon Wealth Management are not disclosed in public records. No named principals or team members are available from the firm's own communications or regulatory filings as of mid-2026.
What is the firm's fee structure?
As an RIA, Arcon Wealth Management typically charges assets-under-management-based fees, which are disclosed in its Form ADV. Specific fee schedules are not publicly available without accessing the firm's regulatory filings.
How does Arcon Wealth Management differ from a large bank wealth management division?
Arcon operates as an independent RIA, meaning it has a fiduciary duty to clients and is not tied to proprietary products of a large bank. This independence can provide unbiased investment selection, though the firm's specific services and scale are less transparent than larger institutions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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