A complete list of active advisors currently associated with Arena Advisors LLC

Warmer can help you find a great advisor at Arena Advisors LLC or one who fits your needs even better.

Arena Advisors LLC provides financial planning and investment management services to individuals, high‑net‑worth clients, and business entities. The firm operates as the portfolio manager and sponsor of a wrap fee program, offers written financial plans, and conducts educational seminars and workshops open to clients and the public; it reports no account minimum and had approximately $185,000 in assets under management. The firm’s investment process emphasizes ETFs and uses a mix of fundamental analysis, modern portfolio theory, and technical analysis to construct portfolios. Portfolio strategies include long‑term trading and options strategies (including covered and uncovered positions), and AAL generally implements investment management through its wrap fee program rather than on non‑wrap accounts. What distinguishes the firm from many peers is its role as a wrap fee program sponsor despite its small scale, together with the provision of free public seminars and workshops. The firm also requires custody with a specified qualified custodian (Axos Clearing LLC) for accounts in its wrap program and discloses the potential to receive research or other services from custodians or broker‑dealers.

To learn more about the advisors currently working at Arena Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Taylor Ames	San Jose, CA	17

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