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ARENA PRIVATE WEALTH
Legal name: OCM PRIVATE WEALTH, LLC
CRD 332302File 801-131099
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$404.7M
Below cohort median (national)
Discretionary AUM
$404.7M
Clients
237
613 accounts
Employees
8
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://arenapw.io
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 231 | 237 | increased by6 |
| Aug 1, 2026 | AUM | $338,130,932 | $404,708,163 | increased by$66,577,231 |
| Aug 1, 2026 | Accounts | 606 | 613 | increased by7 |
| Apr 1, 2026 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2026 | Clients | 86 | 231 | increased by145 |
| Apr 1, 2026 | AUM | $139,112,250 | $338,130,932 | increased by$199,018,682 |
| Apr 1, 2026 | Accounts | 202 | 606 | increased by404 |
| Jan 1, 2026 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $147,069,600 | $139,112,250 | decreased by$7,957,350 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARENA PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARENA PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.