A complete list of active advisors currently associated with Arena Private Wealth

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

Arena Private Wealth (OCM Private Wealth, LLC) provides financial planning and portfolio management to individuals and high‑net‑worth clients while also advising and sponsoring pooled investment vehicles and private funds. The firm offers implementation services, manager selection, and customized strategies for individual clients, including a covered‑call strategy for concentrated equity positions. Arena begins client relationships by gathering financial information to develop a Financial Profile and Investment Plan and manages accounts on either a discretionary or non‑discretionary basis, adjusting plans as circumstances change. The firm employs a mix of fundamental, technical and modern portfolio approaches, and uses AI tools for operational tasks (meeting transcription and summarization) while stating AI is not used for investment selection. Notable distinctions include operating as a fund sponsor and general partner through affiliated entities that make proprietary investments and, in some cases, receive carried interest, and the use of performance‑based fees for certain pooled vehicles and private funds. Arena also discloses advertising of performance and hypothetical results, maintains policies for equitable allocation among funds, and subjects pooled vehicles to audited surprise examinations to address custody and conflict‑of‑interest risks.

To learn more about the advisors currently working at Arena Private Wealth, 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.

You can also browse Arena Private Wealth's office locations.