Arena Private Wealth, operating as OCM Private Wealth, LLC, is a registered investment advisor offering tailored investment solutions for high-net-worth individuals and families. The firm emphasizes capital preservation while selectively accessing private market growth opportunities. Arena Private Wealth operates across three complementary verticals: Private Wealth, Alternatives, and Capital Markets. This integrated approach aims to amplify outcomes across the portfolio. Their services include financial planning, covering areas like estate planning, retirement planning, and investment portfolio design, as well as portfolio management.
Founded in 2024, Arena Private Wealth is based in Chicago, Illinois. Mitchell Stein, Jason Tosh, and Ryan Watt are the founders and principals. As of December 31, 2024, the firm managed $139,112,250 in regulatory assets under management. Arena Private Wealth provides access to private investments, typically reserved for venture capital and large family offices, sourced through trusted relationships and evaluated through disciplined diligence.
