Investment adviser · CRD 334243
CLARION WEALTH MANAGEMENT PARTNERS
Investment adviser filing (IA)
CLARION WEALTH MANAGEMENT PARTNERS, LLC
FAIRFAX, VA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $395M Form ADV · Item 5.F
- Client accounts
- 1,323 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 129 | $280,110,361 | 70.9% |
| Individuals | 282 | $111,161,307 | 28.2% |
| Retirement plans | 7 | $3,333,613 | 0.8% |
| Corporations & businesses | Fewer than 5 | $207,170 | 0.1% |
Filing source
Form ADV 2069906 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
12500 FAIR LAKES CIRCLE, SUITE 250FAIRFAX, VA, 22033, United States
CRD 334243
Filing source
Form ADV 2069906 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.