Arden Global Family Offices
Firm details
- Headquarters
- ,
- CRD number
- 337412
- Registered since
- July 8, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses70.49%
- HNWI24.68%
- Charitable Organizations4.83%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Arden Global Family Offices is organized as an LLC and operates as a private family-office-style wealth manager and capital allocator. The firm is SEC-registered (registration noted in 2025) and serves both individual/family clients and institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside advisers and managers on behalf of clients. Fee arrangements are varied: the firm uses asset-based fees, subscription and fixed fees, and performance-based fees, which aligns with a mix of discretionary portfolio management and commitments to external funds. Arden Global does not identify as an active ESG investor in its filings and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Other43%
- US Government Bonds8%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
3 of 3Patrick Burns
General CounselCRD 2991172

Flora Dong
Owner and Financial AdvisorCRD 3232763
Xiaotong Wang
MemberCRD 8199784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Breakwater Investment Group, LLC
RIANewport Beach, CA
Jackson Wealth Management, LLC
RIACastle Rock, CO
Jordan Financial Life Planning
RIAKenosha, WI
Purposeful Financial And Legacy Planning
RIARK Asset Management
RIAGreenway Financial Advisors LLC
RIABurlington, MA