Arven Wealth Management LLC
Firm details
- Headquarters
- Hillsboro, Ohio
- CRD number
- 340167
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Arven Wealth Management LLC is a privately held limited liability company run by an individual owner that provides fee-based advisory services. The firm charges a percentage-of-AUM fee and describes its advisory activity as portfolio management for individuals and small businesses, along with the selection and oversight of outside investment advisers. FINTRX flags the firm as a capital allocator and notes an industry affiliation with an insurance company. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Blake Bagshaw
Investment Advisor RepresentativeCRD 7114478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hillsboro, OH
Highland
Location
Hillsboro, OH
Headquartered in Hillsboro, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Highland
- Address
- 8414 State Route 124
- Time zone
- ET (UTC-5)
- Office locations
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