Clarion Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Clarion Wealth Management Partners reports 420 clients. They include 282 individual clients, 129 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 99.7% ($393M across 1,292 accounts) are managed with discretion; $1.32M across 31 accounts are not. A wrap fee program the firm both sponsors and manages holds $395M. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 28% |
| High-net-worth individuals | 31% | 71% |
| Pension and profit-sharing plans | 2% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 282 | $111M | 28.2% | $394K |
| High-net-worth individuals | 129 | $280M | 70.9% | $2.17M |
| Pension and profit-sharing plans | 7 | $3.33M | 0.8% | $476K |
| Corporations and other businesses | Fewer than 5 | $207K | 0.1% | $104K |
| Total | 420 | $395M | 100% | — |
- Clients
- 282
- Regulatory AUM
- $111M
- AUM share
- 28.2%
- Avg. per client
- $394K
- Clients
- 129
- Regulatory AUM
- $280M
- AUM share
- 70.9%
- Avg. per client
- $2.17M
- Clients
- 7
- Regulatory AUM
- $3.33M
- AUM share
- 0.8%
- Avg. per client
- $476K
- Clients
- Fewer than 5
- Regulatory AUM
- $207K
- AUM share
- 0.1%
- Avg. per client
- $104K
Total
- Clients
- 420
- Regulatory AUM
- $395M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Clarion Wealth Management Partners is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees for financial planning and wealth management consulting generally run $5,000 to $25,000 a year; hourly rates will not exceed $750.
David Young owns 50% to 75% of Clarion Wealth Management Partners. The leadership team of Clarion Wealth Management Partners includes President David Young. It has 8 employees, 4 of them in advisory roles.
Leadership
- David YoungPresident, Chief
- Margaret YoungVice President
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Kelly Leann Conner Haslbeck
- Nicholas Hart
- Christian Robert Polito
- David William Young III
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Clarion Wealth Management Partners, LLC
David Young
Control person · since November 2004
- Owns 25% to 50% of Clarion Wealth Management Partners, LLC
Margaret Young
Control person · since November 2004
Clarion Wealth Management Partners’ regulatory assets grew from $312M (May 2025) to $395M (March 2026); clients rose from 384 to 420 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $395M | 420 | 8 | 1 |
| May 2025 | $312M | 384 | 7 | 1 |
Besides its headquarters, Clarion Wealth Management Partners has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 12500 Fair Lakes Circle, Suite 250, FairfaxHQ
Contact and registration details
- Legal name
- Clarion Wealth Management Partners, LLC
- Headquarters
- 12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033
- Website
- clarionwealth.com
- Phone
- 703-631-4800
- SEC file
- 801-131858
- Founded
- 2004
- Structure
- Virginia LLC
- Fiscal year end
- December
Clarion Wealth Management Partners uses Charles Schwab ($381M) as custodian for its separately managed accounts. Clarion Wealth Management Partners has custody of $117M in client assets for 258 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $381M100%
At year end, Clarion Wealth Management Partners’ separately managed accounts were mostly in funds (75%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 87 positions; the largest are American Centy ETF TR (12.6%), ETF Opportunities Trust (10.7%) and Apple Inc. (7.4%).
What the accounts hold
- Stocks20%
- Exchange-traded equities15%
- Non-exchange-traded equities5%
- Funds75%
- Cash2%
Filed values cover 97%. The neutral 3% gap has no reported category.
Reported 13F holdings
- $124M
- Reported 13F value
- 87
- Positions
- 54.1%
- In the 10 largest
- +12.2%
- Value vs. prior quarter
- American Centy ETF TR · Intl EQT ETF12.6%
- ETF Opportunities Trust · Applied Fina Val10.7%
- Apple Inc.7.4%
- Vanguard Whitehall Fds · Intl Dvd ETF6.7%
- American Healthcare REIT Inc. · Com Shs5.1%
- iShares TR · Rus 1000 Grw ETF3.5%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.6%
- iShares TR · Rus 1000 Val ETF2.0%
- Vanguard Scottsdale Fds · Vng Rus1000grw1.8%
- Tapestry Inc.1.8%
Together, the ten largest are 54.1% of reported value.
How many clients does Clarion Wealth Management Partners have?
Clarion Wealth Management Partners has 420 clients and manages $395 million for them, as of March 2026. They include 282 individual clients, 129 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Clarion Wealth Management Partners offer?
Clarion Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Clarion Wealth Management Partners use?
Clarion Wealth Management Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $381M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Clarion Wealth Management Partners have?
Clarion Wealth Management Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clarion Wealth Management Partners invest in?
At the end of its last fiscal year, Clarion Wealth Management Partners’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 5% non-exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clarion Wealth Management Partners?
Clarion Wealth Management Partners’ direct owners are David Young (50% to 75%) and Margaret Young (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Clarion Wealth Management Partners get paid?
Clarion Wealth Management Partners is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Clarion Wealth Management Partners registered with the SEC?
Yes, Clarion Wealth Management Partners has been registered with the SEC as an investment adviser since 17 January 2025. Its CRD number is 334243 and its SEC file number is 801-131858.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Clarion Wealth Management Partners?
Clarion Wealth Management Partners’ main office is at 12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033. Its phone number is 703-631-4800. Its website is clarionwealth.com.