Charles Nicholas Kuhn
Investment adviser representative at Arg Private Wealth, LLC
20 yearsExperience
1 stateRegistered in
$280MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Arg Private Wealth, LLCMar 2026 to now
- Charles N Kuhn & AssociatesJun 2006 to now
- Trinity Wealth Management, LLCApr 2010 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (OH).
Arg Private Wealth, LLC
$280MAssets managed
65Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2599437
- Firm CRD
- 336183