Clarion Wealth Managment Partners, LLC
Clarion Wealth Management Partners, LLC is a registered investment adviser headquartered in Fairfax, Virginia. Founded in 2004 by David W. Young III, the firm acts as a full-time fiduciary and employs a team of certified professionals to serve the financial planning needs of nearly 500 households. Clarion specializes in holistic wealth management, asset protection, estate planning, retirement income distribution, and investment advice, providing high-touch, long-term financial counsel to individuals, families, and nonprofit organizations. The firm is independently owned and has deep ties to the local Virginia community, with over 30 years of collective industry experience.
Investment Strategy
Clarion Wealth Management Partners applies a holistic, client-centric approach that emphasizes asset protection, estate and retirement planning, cash flow management, tax considerations, and disciplined long-term investment advice. The firm collaborates with legal, tax, and investment experts, integrating clients' personal values into their financial planning, and prioritizes discovery and intentional decision-making to preserve, protect, and grow client wealth over time in accordance with fiduciary standards.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIGI | VANGUARD WHITEHALL FDS | 14.31% | $13.1M | 144,953 | $90.12 | $90.12 | +$13.1M |
A AAPL | APPLE INC | 8.14% | $7.4M | 36,233 | $205.17 | $205.17 | +$7.4M |
A AHR | AMERICAN HEALTHCARE REIT INC | 6.04% | $5.5M | 149,968 | $36.74 | $36.74 | +$5.5M |
I IWF | ISHARES TR | 4.97% | $4.5M | 10,697 | $424.58 | $424.58 | +$4.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.60% | $3.3M | 57,607 | $57.01 | $57.01 | +$3.3M |