RIA Intelligence

CLARION WEALTH MANAGEMENT PARTNERS, LLC

Legal name: CLARION WEALTH MANAGEMENT PARTNERS

CRD #334243 SEC #801-131858 FAIRFAX, VA (703) 631-4800
SEC Registered
Total AUM
$312.4M
Discretionary
$312.4M
Employees
7
Clients
251
Accounts
1,187

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YOUNG, DAVID, WILLIAMIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
YOUNG, DAVID, WILLIAMIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
YOUNG, DAVID, WILLIAMIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
YOUNG, MARGARET, SIVICE PRESIDENTC Control
YOUNG, MARGARET, SIVICE PRESIDENTC Control
YOUNG, MARGARET, SIVICE PRESIDENTC Control

Registrations

Federal

IA
May 16, 2025 REGISTERED

Notice Filings (9)

CA FL GA MD NC PA SC TX VA

Address

12500 FAIR LAKES CIRCLE
SUITE 250
FAIRFAX, VA 22033
United States
Phone: (703) 631-4800