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Arlen Wealth Management
Arlen Wealth Management was founded in New York as an RIA catering to affluent families. Peter Arlen leads the firm as Managing Director.
Arlen Wealth Management
Arlen Wealth Management was founded in New York as an RIA catering to affluent families. Peter Arlen leads the firm as Managing Director. The firm does not disclose its founding year or wealth origin. The firm provides investment advisory, estate planning, and tax management services. It allocates across a mix of public equities, fixed income, and alternative assets. No named portfolio companies or direct deal examples appear in public filings. Geographic focus is domestic United States. Team size and additional office locations are not public. No other vehicles, such as foundations or operating companies, are associated with the firm in available records. The firm has not disclosed material operational events from the past 24 months. Arlen appears to operate as a traditional multi-family office rather than a direct investment firm. Its structural differentiator is its focus on high-net-worth families with complex estate planning needs, supported by a tax-first wealth strategy.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Peter Arlen
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Arlen Wealth Management?
Peter Arlen serves as Managing Director and oversees investment decisions. No other principals are publicly named.
Is Arlen Wealth Management a single-family office or multi-family office?
Arlen operates as an RIA with a multi-family office structure, serving multiple high-net-worth clients rather than a single founding family.
What investment stages does Arlen target?
The firm focuses on diversified portfolios including public equities, fixed income, and alternatives for capital preservation and growth. It does not appear to target venture or private equity direct investments.
Does Arlen disclose its AUM or performance?
No. Arlen does not publicly disclose assets under management or investment returns.
How does Arlen relate to other family offices?
Arlen is a standalone entity with no disclosed affiliations to larger family office networks or corporate structures.
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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