# Arlen Wealth Management, LLC

> Arlen Wealth Management, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 150618
- Filed as: ARLEN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150618
- AdvisorCensus page: https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618

## Quick answers

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

**Where is Arlen Wealth Management, LLC located?**
Arlen Wealth Management, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Arlen Wealth Management, LLC registered with the SEC or a state?**
Arlen Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 150618.

**How much does Arlen Wealth Management, LLC manage?**
Arlen Wealth Management, LLC reports $70,060,902 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**Does Arlen 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/150618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $70,060,902
- Discretionary: $70,060,902
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $251,062 |
| Charitable organizations | Fewer than 5 | $69,809,840 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arlen Wealth Management, LLC (CRD 150618): Form ADV filing data as of October 2026.