# Arlen Wealth Management

Arlen Wealth Management is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** arlenwealth.com

## Regulatory record

- **CRD number:** 150618
- **SEC file number:** 801-70349
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150618

## About

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.

## Sectors

- Wealth Management
- Investment Advisory
- Estate Planning

## People

- Peter Arlen — Managing Director

## 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.

## Related profiles

- [Open Circle Wealth Partners](https://altss.com/profile/open-circle-wealth-partners)

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Last updated: 2026-07-06T01:24:11.594Z

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