Arion Wealth Management LLC

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.