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ARENA PRIVATE WEALTH
OCM PRIVATE WEALTH, LLC
CRD 332302 · SEC 801-131099
401 N. MICHIGAN AVENUE, SUITE 610, CHICAGO, IL, 60611-5584, United States
Phone
312-798-9045
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$338.1M
Discretionary AUM
$338.1M
Team
8 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $53.8M |
| High net worth individuals | 158 | $283.5M |
| Pooled investment vehicles | 1 | $0 |
| Corporations/business entities | 7 | $865K |
States served
AZ, CO, IL, IN, MA, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD