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Advisor

Erik Kratz

Arena Private Wealth · Chicago, Illinois

Erik Kratz is a fee-only financial advisor at Arena Private Wealth in Chicago, Illinois, who holds the CFA credential. Arena Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Facts

FirmArena Private Wealth
Based in Chicago, Illinois
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees · Performance-based fees
Assets under management$404.7M across 613 accounts
CredentialsCFA
SEC registration Investment adviser representative in FL, NC · CRD 8041955
Firm size8 employees
Disclosures None reported
Websitearenapw.io

How Erik's firm compares

  • Arena Private Wealth's average account is about $660,000, from its Form ADV (assets managed divided by 613 accounts).

What fee-only advisors charge in Illinois

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Questions about Erik

Is Erik Kratz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Arena Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Erik charge for financial advice?

Erik's firm, Arena Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

Where is Erik Kratz based?

Erik Kratz is based in Chicago, Illinois.

What credentials does Erik Kratz hold?

Erik Kratz holds the CFA credential.

Is Erik Kratz registered with the SEC?

Yes. Erik Kratz is registered as an investment adviser representative in FL and NC (CRD 8041955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Arena Private Wealth manage?

Arena Private Wealth reports $404.7M across 613 accounts in assets under management.

How do I contact Erik Kratz?

Through Erik's website, arenapw.io.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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