ARENA PRIVATE WEALTH

Legal name: OCM PRIVATE WEALTH, LLC

CRD 332302File 801-131099

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$404.7M

Below cohort median (national)

Discretionary AUM

$404.7M

Clients

237

613 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 13, 2024
Principal office: 401 N. MICHIGAN AVENUE, SUITE 610, CHICAGO, IL, 60611-5584
Phone: 312-798-9045
Website: https://www.linkedin.com/company/arena-pw/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $404.7M
Discretionary AUM: $404.7M
Non-discretionary AUM: $0
Discretionary accounts: 613
Non-discretionary accounts: 0
Total accounts: 613
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$865K
High net worth individuals	158	$275.4M
Pooled investment vehicles	7	$74.6M
Individuals (other than high net worth individuals)	65	$53.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.