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| Clarion Wealth Management Partners LLC
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|---|---|
| CRD # | 334243 |
| SEC # | 801-131858 |
| CIK # | 0002081211 |
| AUM | 394.8 M (2026-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 703-631-4800 |
| Address | 12500 Fair Lakes Circle Fairfax, VA 22033 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Griffin-American Healthcare REIT IV Inc | 5.9 | ||
| Coach Inc | 2.1 | ||
| Johnson & Johnson | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| iShares Comex Gold Trust | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Visa Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 111.2 |
| (b) Individuals (high net worth individuals) | 129 | 280.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,323 | 394.8 |
| By Discretionary | ||
| Discretionary | 1,292 | 393.5 |
| Non-Discretionary | 31 | 1.3 |
| Total | 1,323 | 394.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.8 | |
| Total | 1,323 | 394.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002081211] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 397.8 M |
|
Webb Advisors Incorporated
✚
|
MN | 397.2 M |
|
Beacon Financial Planning Inc
✚
|
MA | 397.1 M |
|
Howard Wealth Management LLC
✚
|
397.0 M | |
|
Fortune Wealth Management LLC
✚
|
TX | 396.3 M |
|
West Ridge Advisors LLC
✚
|
NV | 396.0 M |
|
ECIO Inc
✚
|
WI | 395.6 M |
|
MOR Wealth Management LLC
✚
|
PA | 395.6 M |
|
Abich Financial Wealth Management LLC
✚
|
VA | 394.7 M |
|
Familywealth Advisers LLC
✚
|
FL | 394.6 M |