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CLARION WEALTH MANAGEMENT PARTNERS
Legal name: CLARION WEALTH MANAGEMENT PARTNERS, LLC
CRD 334243File 801-131858
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$394.8M
Below cohort median (national)
Discretionary AUM
$393.5M
Non-discretionary $1.3M
Clients
420
1,323 accounts
Employees
8
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 17, 2025
- Principal office
- 12500 FAIR LAKES CIRCLE, SUITE 250, FAIRFAX, VA, 22033
- Phone
- (703) 631-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $394.8M
- Discretionary AUM
- $393.5M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 1,292
- Non-discretionary accounts
- 31
- Total accounts
- 1,323
- AUM per client
- $940K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $207K |
| High net worth individuals | 129 | $280.1M |
| Pension and profit sharing plans | 7 | $3.3M |
| Individuals (other than high net worth individuals) | 282 | $111.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.