# Clarion Wealth Management Partners

> 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.

- CRD: 334243
- Filed as: CLARION WEALTH MANAGEMENT PARTNERS
- Legal name: Clarion Wealth Management Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334243
- AdvisorCensus page: https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $394,812,451
- Discretionary: $393,487,696
- Non-discretionary: $1,324,755

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 282 | $111,161,307 |
| High net worth individuals | 129 | $280,110,361 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $3,333,613 |
| Corporations or other businesses not listed above | 2 | $207,170 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, MD, NC, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarionwealth.com
- Facebook @clarionwealth
- LinkedIn @clarion-wealth-management-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $312,446,459 | 7 | May 16, 2025 |
| October 2026 | $394,812,451 | 8 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $312,446,459 to $394,812,451 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarion Wealth Management Partners (CRD 334243): Form ADV filing data as of October 2026.