Pepper Pike, OH Office

Updated today

Arena Private Wealth

Team

Firm-wide stats for Arena Private Wealth

Total advisors

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

Pepper Pike OH

Advisors at this office

Mitchell S

Series 66

Pepper Pike, OH

Arena Private Wealth

Mitchell Stein is a financial advisor with Arena Private Wealth holding a Series 66 license and 21 years of industry experience. He has worked at firms including Mutual Securities, Inc., Objective Capital Management, LLC, and Fifth Third Securities, Inc. Stein serves on the board of trustees for University School and is involved in leadership and fundraising activities with Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies and managing accounts on both discretionary and non-discretionary bases. The firm employs a combination of fundamental, technical, and modern portfolio approaches, sponsors pooled investment vehicles, and implements performance-based fees for certain funds.

Concentrated stock management Private / alternative investments Founder/Business Owner

View complete list of advisors at this office

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