← Tributary

CLARION WEALTH MANAGEMENT PARTNERS

FAIRFAX, VA · CRD 334243 · IAPD ↗ · (703) 631-4800

$394.8MRegulatory AUM
4Advisory reps
8Employees
10Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CLARION WEALTH MANAGEMENT PARTNERS reported RAUM up 26% ($312.4M -> $394.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — CLARION WEALTH MANAGEMENT PARTNERS now reports custody of client assets ($116.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
June 2025 — CLARION WEALTH MANAGEMENT PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — CLARION WEALTH MANAGEMENT PARTNERS (FAIRFAX, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.