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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.
Overview
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.
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.
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