Mitchell Stein
Arena Private Wealth · Pepper Pike, Ohio
Mitchell Stein is a fee-only financial advisor at Arena Private Wealth in Pepper Pike, Ohio. Arena Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Arena Private Wealth |
|---|---|
| Based in | Pepper Pike, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $404.7M across 613 accounts |
| SEC registration | Investment adviser representative in FL, IL, OH, TX · CRD 4928458 |
| Exams passed | Series 66 (2005) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | arenapw.io |
| Profile |
How Mitchell's firm compares
- Arena Private Wealth's average account is about $660,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Mitchell
Is Mitchell Stein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell 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 Mitchell charge for financial advice?
Mitchell'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 Mitchell Stein based?
Mitchell Stein is based in Pepper Pike, Ohio.
Is Mitchell Stein registered with the SEC?
Yes. Mitchell Stein is registered as an investment adviser representative in FL, IL, OH and TX (CRD 4928458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Arena Private Wealth manage?
Arena Private Wealth reports $404.7M across 613 accounts in assets under management.
How do I contact Mitchell Stein?
Through Mitchell'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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