Arion Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arion Wealth Management provides discretionary asset management primarily to individuals and high‑net‑worth clients, offering investment selection, asset allocation, and ongoing portfolio monitoring tied to documented client goals and risk tolerances. The firm allows clients to impose investment restrictions and does not require a minimum account size to open or maintain an account.
The firm operates on a discretionary basis under written agreements and employs both fundamental and technical analysis, with strategies that can include long‑ and short‑term purchases; accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities. Custody and execution are directed to a designated custodian platform (Altruist), the firm does not aggregate trades across accounts, and it does not vote client proxies, so clients receive statements directly from the custodian.
Notable features include offering individual portfolio management despite being newly formed and reporting no assets under management at the time of the brochure, and the firm does not act as a private fund adviser or recommend other investment advisers. The principal maintains substantial outside employment as an engineer and the firm discloses it may receive custodial research or soft‑dollar benefits while emphasizing its fiduciary obligation to act in clients’ best interests.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% $100,001 - $500,000: 1.22% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.10%
Main office
Hampton VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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