Clarion Wealth Management Partners, Llc
- Regulatory AUM
- $395M
- Discretionary
- $393M
- Clients
- 420
- Avg AUM / client
- $940K
- Accounts
- 1,323
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 84 positions, $110,373,628)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | INTL EQT ETF | $12,212,385 | 143,946 | 11.1% | 3.09% |
| 2 | Etf Opportunities Trust | APPLIED FINA VAL | $10,514,457 | 251,482 | 9.53% | 2.66% |
| 3 | Vanguard Whitehall Fds | INTL DVD ETF | $8,913,559 | 100,764 | 8.08% | 2.26% |
| 4 | Apple Inc | COM | $7,959,058 | 31,361 | 7.21% | 2.02% |
| 5 | American Healthcare Reit Inc | COM SHS | $5,875,264 | 124,582 | 5.32% | 1.49% |
| 6 | Ishares Tr | RUS 1000 GRW ETF | $3,728,764 | 8,745 | 3.38% | 0.94% |
| 7 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $2,975,756 | 46,438 | 2.7% | 0.75% |
| 8 | Ishares Tr | RUS 1000 VAL ETF | $2,148,598 | 10,056 | 1.95% | 0.54% |
| 9 | Tapestry Inc | COM | $2,143,799 | 15,192 | 1.94% | 0.54% |
| 10 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $1,919,772 | 17,502 | 1.74% | 0.49% |
| 11 | Johnson & Johnson | COM | $1,906,062 | 7,798 | 1.73% | 0.48% |
| 12 | Exxon Mobil Corp | COM | $1,859,840 | 10,962 | 1.69% | 0.47% |
| 13 | Home Depot Inc | COM | $1,764,255 | 5,364 | 1.6% | 0.45% |
| 14 | Amazon Com Inc | COM | $1,741,970 | 8,364 | 1.58% | 0.44% |
| 15 | Vanguard Scottsdale Fds | VNG RUS1000VAL | $1,620,759 | 17,290 | 1.47% | 0.41% |
| 16 | Microsoft Corp | COM | $1,619,746 | 4,376 | 1.47% | 0.41% |
| 17 | Ishares Tr | RUS MD CP GR ETF | $1,491,252 | 11,639 | 1.35% | 0.38% |
| 18 | State Str Spdr S&P 500 Etf T | TR UNIT | $1,456,595 | 2,240 | 1.32% | 0.37% |
| 19 | Ishares Gold Tr | ISHARES NEW | $1,427,134 | 16,188 | 1.29% | 0.36% |
| 20 | Costco Wholesale Corporation | COM | $1,383,603 | 1,389 | 1.25% | 0.35% |
| 21 | Ishares Tr | RUS MDCP VAL ETF | $1,308,102 | 8,976 | 1.19% | 0.33% |
| 22 | Visa Inc | COM CL A | $1,294,305 | 4,282 | 1.17% | 0.33% |
| 23 | Nvidia Corporation | COM | $1,280,137 | 7,340 | 1.16% | 0.32% |
| 24 | Wp Carey Inc | COM | $1,262,693 | 18,580 | 1.14% | 0.32% |
| 25 | Procter & Gamble Co | COM | $1,106,134 | 7,658 | 1.0% | 0.28% |
Top 25 of 84 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 282 | $111M | 28.2% |
| High net worth individuals | 129 | $280M | 70.9% |
| Pension and profit sharing plans | 7 | $3.3M | 0.84% |
| Corporations and other businesses | 2 | $207K | 0.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David William Young | President, Chief Compliance Officer | Nov 2004 (22y) | 50% – 75% | |
| Young, Margaret, S | Vice President | Nov 2004 (22y) | 25% – 50% | |
| Christian Robert Polito | Registered representative | CFP | Mar 2025 (1y) | |
| Kelly Leann Conner Haslbeck | Registered representative | Mar 2025 (1y) | ||
| Nicholas Hart | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $381M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗