# Arena Wealth Management LLC

> Arena Wealth Management LLC is a state-registered investment advisory firm in Fort Wayne, IN, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 326631
- Filed as: ARENA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326631
- AdvisorCensus page: https://advisorcensus.com/firm/arena-wealth-management-llc-fort-wayne-in-326631

## Quick answers

**How is Arena Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arena Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arena Wealth Management LLC located?**
Arena Wealth Management LLC's principal office is in Fort Wayne, IN, according to its Form ADV.

**Is Arena Wealth Management LLC registered with the SEC or a state?**
Arena Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326631.

**How much does Arena Wealth Management LLC manage?**
Arena Wealth Management LLC reports $79,848,334 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Arena Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (27).

**Does Arena Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326631

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $79,848,334
- Discretionary: $79,848,334
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $28,710,584 |
| High net worth individuals | 27 | $51,137,750 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arena-wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arena Wealth Management LLC (CRD 326631): Form ADV filing data as of October 2026.
