Clarion Wealth Management Partners
Clarion Wealth Management Partners is an SEC-registered mass-market adviser in Fairfax, VA with $394.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Clarion Wealth Management Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334243, SEC 801-131858, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $394.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Fairfax, VA
- Employees
- 8
- Clients
- 420
- CRD
- 334243
- Ownership
- YOUNG, DAVID, WILLIAM; YOUNG, MARGARET, S
How much AUM does Clarion Wealth Management Partners have?
Clarion Wealth Management Partners reported $394.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Clarion Wealth Management Partners?
Disclosed owners and executives of Clarion Wealth Management Partners include YOUNG, DAVID, WILLIAM, YOUNG, MARGARET, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.