Arven Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management to individuals, high‑net‑worth clients, and business entities and also offers limited‑scope ERISA 3(21) advisory services for employer retirement plans, including assistance with investment policy statements and periodic plan monitoring. It accepts accounts without a stated minimum and offers ongoing portfolio monitoring and rebalancing.
Investment analysis blends fundamental research, Modern Portfolio Theory, and Monte Carlo planning to inform client portfolios, and strategies may include option writing and the use of margin where appropriate; accounts are managed on a discretionary basis. The firm may engage sub‑advisors to implement models or specialized strategies while retaining the overall client relationship and authority to hire or terminate those sub‑advisors.
A distinctive feature disclosed in the brochure is an affiliated insurance practice: the adviser is licensed to sell insurance and may receive commissions for those products, a potential conflict of interest that the firm discloses and says it mitigates through procedures and fiduciary obligations—an arrangement that is uncommon among independent firms. The firm is newly formed and reported no assets or clients as of the most recent filing, and it may use a sub‑advisor that provides options and margin functionality under a separate client agreement, factors prospective clients should consider when assessing scope and conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually $10,000,000.01+: 0.60% annually
Clients may pay up to 0.50% additional fees to Sub-Advisor SyntheticFi.
Main office
8414 State Route 124
Hillsboro OH 45133
Advisors at this office
1
Most active in
Florida · Kentucky · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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