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Arlen Wealth Management
Arlen Wealth Management, LLC is an SEC-registered investment adviser in Sarasota, FL. The firm manages approximately $70 million in regulatory assets.
Arlen Wealth Management
Arlen Wealth Management, LLC is an SEC-registered investment adviser in Sarasota, FL. The firm manages approximately $70 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Sarasota
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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