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ARION WEALTH MANAGEMENT LLC
Arion Wealth Management LLC is a registered investment advisor (RIA) based in New York City, serving high-net-worth individuals and families.
ARION WEALTH MANAGEMENT LLC
Arion Wealth Management LLC is a registered investment advisor (RIA) based in New York City, serving high-net-worth individuals and families. The firm's founding structure and ownership are not publicly detailed, and its principals remain unnamed in public filings. Wealth origin for clients is not disclosed by the firm, consistent with privacy norms in the RIA space. The firm's investment approach centers on asset allocation, security selection, and ongoing portfolio management across public equities, fixed income, mutual funds, and exchange-traded funds. Its website notes exposure to alternative investments such as private placements and real estate investment trusts (REITs), but specific portfolio composition is not published. No named equity or direct deal activity has been confirmed in public records. Operational details on team headcount, assets under management, and additional offices are not available. The firm does not appear to operate adjacent vehicles like philanthropic foundations or direct private funds. No recent activity meeting the 24-month window has been documented in public sources. The firm's structural position is that of a traditional fee-based RIA, distinct from family offices or institutional asset managers that deploy direct capital. Its differentiation lies in client privacy and tailored holistic planning rather than proprietary investment strategy or scale. Succession plans, if any, are undisclosed.
General information
Firm type
null
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York City
Corporate office
New York City, New York, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Arion Wealth Management LLC?
The firm's investment committee members are not publicly named. As an SEC-registered RIA, the firm discloses its chief compliance officer and key decision-makers in Form ADV, but individual names have not been published outside regulatory filings.
How does Arion Wealth Management source investment opportunities?
The firm primarily uses traditional asset-gathering approaches: direct relationships with clients, referrals, and standard open-architecture platforms for securities, ETFs, and mutual funds. Alternative access may come through third-party private placement offerings.
Is Arion Wealth Management structured as a family office or a broader wealth management firm?
Public filings indicate Arion Wealth Management LLC operates as a standard registered investment advisor (RIA), not a single-family or multi-family office. It manages assets for multiple unrelated clients rather than one or a few families.
Does Arion Wealth Management participate in direct private investments or only in public markets?
The firm's ADV disclosures reference private placements as part of its available product set, but no specific direct deals, venture rounds, or co-investments have been publicly confirmed. Its core service is portfolio construction and asset allocation.
What investment stages does Arion Wealth Management typically target?
The firm does not publicly specify stage preferences. Its documented holdings suggest a leaning toward liquid, publicly traded securities across growth and value categories, with limited exposure to pre-IPO or early-stage ventures.
Which sectors does Arion Wealth Management explicitly avoid?
No publicly stated sector exclusions have been identified. The firm's approach appears neutral, focusing on diversification rather than thematic avoidance.
Where does the underlying wealth originate for Arion Wealth Management's clients?
Wealth origin for clients is not disclosed by the firm. As a private RIA serving high-net-worth individuals, the firm does not publicize client backgrounds.
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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