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Clarion Wealth Management Partners, LLC

● SEC registered since 2025CRD 334243SEC# 801-131858Fairfax, VA
Export (members)
Reg. AUM
$394.8M
Employees
8
Accounts
1,323
Location
Fairfax, VA

Clarion Wealth Management Partners, LLC assets under management

Clarion Wealth Management Partners, LLC is a registered investment adviser overseen by the SEC based in Fairfax, VA. The firm has been registered since 2025. It reports $394.8 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/clarion-wealth-management-partnersView on SEC.gov ↗

Clarion Wealth Management Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
David William Young ControlPresident, Chief Compliance Officer50-75%2004
Margaret S Young ControlVice President25-50%2004

Frequently asked questions

How much does Clarion Wealth Management Partners, LLC manage?

Clarion Wealth Management Partners, LLC reports $394.8 million in regulatory assets under management on its Form ADV.

How many employees does Clarion Wealth Management Partners, LLC have?

Clarion Wealth Management Partners, LLC reports 8 employees.

Where is Clarion Wealth Management Partners, LLC located?

Clarion Wealth Management Partners, LLC is based in Fairfax, VA and has been SEC-registered since 2025.

Does Clarion Wealth Management Partners, LLC disclose fund performance?

Clarion Wealth Management Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033
Phone(703) 631-4800
Fax(703) 631-4810
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2081211
Discloses disciplinary historyNo

Regulatory AUM

$394.8M▲ 26%
May '25 — $312.4MJun '25 — $312.4MJul '25 — $312.4MAug '25 — $312.4MSep '25 — $312.4MOct '25 — $312.4MNov '25 — $312.4MDec '25 — $312.4MJan '26 — $312.4MFeb '26 — $312.4MMar '26 — $394.8MApr '26 — $394.8MMay '26 — $394.8MJun '26 — $394.8M
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$394.8Mregulatory AUM
Discretionary $393.5MNon-discretionary $1.3M