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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS, LLC, CRD 334243

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f68787d3-20f3-c996-35b6-e6f18dea4b11

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2024 to Mar 31, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $395MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $393M
Private client RAUM: $391MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $98.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,323
Individual clients: 282
High net worth clients: 129
Custody, client assets: $117M
SEC number: 801-131858
CIK: 2081211
CRD: 334243
Filings on the tape: 4
First filed: Dec 20, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID WILLIAM YOUNG	n/a	FAIRFAX, VA	1	32	4	no
Christian Robert Polito	Certified Financial Planner	FAIRFAX, VA	1	14	6	no
Kelly Leann Conner Haslbeck	n/a	FAIRFAX, VA	1	10	2	no
Nicholas Hart	n/a	FAIRFAX, VA	1	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
YOUNG, DAVID, WILLIAM	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	11/2004	Dec 20, 2024	Dec 20, 2024
YOUNG, MARGARET, S	VICE PRESIDENT	C	yes	11/2004	Dec 20, 2024	Dec 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$395M	$393M	8	4	0	n/a	n/a
2024	Jan 15, 2025	$0	$0	7	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$395M	$0	n/a	n/a	n/a	8	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EVERSOURCE WEALTH ADVISORS, LLC	4	Mar 31, 2025	Mar 31, 2025	FAIRFAX, VA	Team lift out	RIA to new firm	7.1%

Relationships

Registered with (4)

← DAVID WILLIAM YOUNGAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Christian Robert PolitoAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Kelly Leann Conner HaslbeckAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Nicholas HartAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV

Moved with (1)

← EVERSOURCE WEALTH ADVISORS, LLCRegistered adviser4 advisors, team lift out, same day
Mar 31, 2025 to Mar 31, 2025factForm ADV

Controls (2)

← YOUNG, DAVID, WILLIAMOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← YOUNG, MARGARET, SOwnerVICE PRESIDENT, ownership code C, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Team lift-out
4 advisors left Eversource Wealth Advisors, LLC (Fairfax, VA) for Clarion Wealth Management Partners on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Dec 20, 2024
First Form ADV filing
Clarion Wealth Management Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f68787d3-20f3-c996-35b6-e6f18dea4b11
First observed: Dec 20, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS, LLC, CRD 334243

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f68787d3-20f3-c996-35b6-e6f18dea4b11

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WILLIAM YOUNG

n/a

FAIRFAX, VA

Christian Robert Polito

Certified Financial Planner

FAIRFAX, VA

Kelly Leann Conner Haslbeck

n/a

FAIRFAX, VA

Nicholas Hart

n/a

FAIRFAX, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

YOUNG, DAVID, WILLIAM

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

11/2004

Dec 20, 2024

YOUNG, MARGARET, S

VICE PRESIDENT

yes

11/2004

Dec 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$395M

$393M

n/a

2024

Jan 15, 2025

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$395M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EVERSOURCE WEALTH ADVISORS, LLC

Mar 31, 2025

FAIRFAX, VA

Team lift out

RIA to new firm

7.1%