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Ocm Private Wealth, LLC

● SEC registered since 2024CRD 332302SEC# 801-131099Chicago, IL
Export (members)
Reg. AUM
$139.1M
Employees
5
Accounts
202
Location
Chicago, IL

Ocm Private Wealth, LLC assets under management

Ocm Private Wealth, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $139.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/arena-pwView on SEC.gov ↗

Ocm Private Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Jason A Tosh ControlPrincipal/Member25-50%2024
Mitchell Lawrence Stein ControlPrincipal/Member25-50%2024
Patrick Daniel HayesChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Ocm Private Wealth, LLC manage?

Ocm Private Wealth, LLC reports $139.1 million in regulatory assets under management on its Form ADV.

How many employees does Ocm Private Wealth, LLC have?

Ocm Private Wealth, LLC reports 5 employees.

Where is Ocm Private Wealth, LLC located?

Ocm Private Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Ocm Private Wealth, LLC disclose fund performance?

Ocm Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 N. Michigan Avenue, Suite 650, Chicago, IL 60611-5584
Phone312-798-9045
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.1M
Non-discretionary$0
Total (RAUM)$139.1M