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Chicago, IL Office

Team
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Arena Private Wealth logo

Arena Private Wealth

Team

Firm-wide stats for Arena Private Wealth

Total advisors

7

Across 5 offices

Clients per advisor

32 Low

Avg AUM per client

$1,476,237 High

HNW client ratio

71% Very High

About

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.

Based on Arena Private Wealth

Expertise

Concentrated stock management Private / alternative investments

Based on Arena Private Wealth

Occupation focus

Founder/Business Owner

Based on Arena Private Wealth

Location

401 N. Michigan Avenue, Suite 610

Chicago IL 60611-5584

Advisors at this office

3

Advisors at this office

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Edward P

Series 66

Chicago, IL

Arena Private Wealth

Edward Pettegrew IV is a financial advisor at Arena Private Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Meaden & Moore Financial Services, LTD., Avantax Advisory Services, and Cetera Wealth Services. Pettegrew has held roles involving wealth management and client relationship management. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized investment strategies including covered-call approaches for concentrated equity positions. The firm utilizes a combination of fundamental, technical, and modern portfolio strategies and serves as a fund sponsor and general partner for proprietary investments.

Concentrated stock management Private / alternative investments Founder/Business Owner
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Jason T

CFP®, Series 66

Chicago, IL

Arena Private Wealth

Jason Tosh is a financial advisor at Arena Private Wealth with 19 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he is involved with Tosh Watt Partners, LLC, which manages administrative operations. Arena Private Wealth provides financial planning and portfolio management for individuals and high-net-worth clients, offering customized strategies including covered-call approaches and managing pooled investment vehicles and private funds. The firm uses a combination of fundamental, technical, and modern portfolio techniques and incorporates AI tools for operational efficiency.

Concentrated stock management Private / alternative investments Founder/Business Owner

Christian F

CFP®, Series 66

Chicago, IL

Arena Private Wealth

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
View complete list of advisors at this office
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