ARLEN WEALTH MANAGEMENT, LLC

Overview

Arlen Wealth Management, LLC is an independent, fee-based advisory firm organized as a limited liability company that delivers portfolio management for both individuals/small businesses and for businesses or institutional clients. The firm runs a clearly equity-biased strategy: exchange-traded equities are the dominant allocation and the firm reports a stated preference for equities. Investment activity centers on separately managed account equity exposures supplemented by mutual funds and targeted commodity exposures as alternative allocations. The firm charges a percentage-of-AUM advisory fee and manages assets on a discretionary basis. Strategy and implementation emphasize liquid, exchange-traded instruments. That approach supports concentrated equity positioning, sector or factor tilts and efficient rebalancing inside taxable and non-taxable account structures. Arlen Wealth Management, LLC does not list itself as an active ESG investor and does not present pension consulting or multi-state adviser services as a core offering.

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Public Holdings

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Location & Offices