# Arena Private Wealth

> Arena Private Wealth is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 332302
- Filed as: ARENA PRIVATE WEALTH
- Legal name: OCM Private Wealth, LLC
- Also doing business as: ARENA ALTERNATIVES GROUP, ARENA PRIVATE WEALTH, OCMPW
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332302
- AdvisorCensus page: https://advisorcensus.com/firm/arena-private-wealth-chicago-il-332302

## Quick answers

**How is Arena Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Arena Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Arena Private Wealth located?**
Arena Private Wealth's principal office is in Chicago, IL, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Arena Private Wealth registered with the SEC or a state?**
Arena Private Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332302.

**How much does Arena Private Wealth manage?**
Arena Private Wealth reports $404,708,163 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Arena Private Wealth's assets and staff changed since 2024?**
In the Form ADV data for Arena Private Wealth: Regulatory assets under management: $0 in the October 2024 data and $404,708,163 in the October 2026 data. Total employees: 5 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arena Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (158); individuals (other than high net worth individuals) (65); pooled investment vehicles (other than investment companies and business development companies) (7).

**Which custodians does Arena Private Wealth use?**
Arena Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Arena Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332302

**What changed in Arena Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,708,163
- Discretionary: $404,708,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $53,763,560 |
| High net worth individuals | 158 | $275,437,341 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $74,642,515 |
| Corporations or other businesses not listed above | 7 | $864,747 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MA, NC, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Dublin, OH
- Los Angeles, CA
- Naples, FL
- Shaker Heights, OH

### Websites listed on Form ADV (Item 1.I)
- arenapw.io
- LinkedIn @arena-pw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | September 12, 2024 |
| October 2025 | $147,069,600 | 5 | February 4, 2025 |
| October 2026 | $404,708,163 | 8 | September 30, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $404,708,163 in the October 2026 data.
Total employees: 5 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.

### August 2026
- Regulatory assets under management went from $338,130,932 to $404,708,163 (+20%).
- Added an office in Los Angeles, CA.
- Registered or notice-filed in CA.

### April 2026
- Added the business name Arena Alternatives Group.
- Employees performing advisory functions went from 4 to 8.
- Regulatory assets under management went from $139,112,250 to $338,130,932 (+143%).
- Changed its office addresses in Shaker Heights, OH.
- Added an office in Dublin, OH.
- Registered or notice-filed in AZ, IN, MA, NH.

### February 2026
- Added the business name Arena Private Wealth.

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arena Private Wealth (CRD 332302): Form ADV filing data as of October 2026.