AdvisorCensus / Financial advisors / District of Columbia / Washington / Clarion Wealth Management Partners
Clarion Wealth Management Partners
Filed as CLARION WEALTH MANAGEMENT PARTNERS · Legal name Clarion Wealth Management Partners, LLC
Clarion Wealth Management Partners is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Clarion Wealth Management Partners compensated?
On its Form ADV (Item 5.E, October 2026), Clarion Wealth Management Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Clarion Wealth Management Partners charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $750 an hour (financial planning advice or non-profit or business consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Clarion Wealth Management Partners located?
Clarion Wealth Management Partners' principal office is in Fairfax, VA, according to its Form ADV.
Is Clarion Wealth Management Partners registered with the SEC or a state?
Clarion Wealth Management Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334243.
How much does Clarion Wealth Management Partners manage?
Clarion Wealth Management Partners reports $394,812,451 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Clarion Wealth Management Partners' assets and staff changed since 2025?
In the Form ADV data for Clarion Wealth Management Partners: Regulatory assets under management: $312,446,459 in the October 2025 data and $394,812,451 in the October 2026 data, up 26%. Total employees: 7 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Clarion Wealth Management Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (129); pension and profit sharing plans (but not the plan participants or government pension plans) (7).
Which custodians does Clarion Wealth Management Partners use?
Clarion Wealth Management Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Clarion Wealth Management Partners 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/334243
Does Clarion Wealth Management Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "In general, Clarion requires each household to have a minimum of $500,000 that is managed by Clarion. We may waive this minimum at our discretion."
What changed in Clarion Wealth Management Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $312,446,459 to $394,812,451 (+26%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, Clarion requires each household to have a minimum of $500,000 that is managed by Clarion. We may waive this minimum at our discretion.
Hourly rate: $750 an hour (financial planning advice or non-profit or business consulting)
The brochure's wording
Annual financial planning or consulting fees generally begin at $5,000 and are usually no higher than $25,000. Hourly rates will not exceed $750.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$394,812,451 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Clarion Wealth Management Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $394,812,451 | 8 | March 31, 2026 |
| October 2025 | $312,446,459 | 7 | May 16, 2025 |
Regulatory assets under management: $312,446,459 in the October 2025 data and $394,812,451 in the October 2026 data, up 26%.
Total employees: 7 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $312,446,459 to $394,812,451 (+26%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clarion Wealth Management Partners (CRD 334243): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243