Paul Robert Wehner
Investment adviser representative at Arax Advisory Partners
12 yearsExperience
2 statesRegistered in
$26.5BFirm assets
20 yearsFirm 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Arax Advisory Partners, LLCJun 2025 to now
- Kingswood Capital Partners, LLCMay 2022 to now
- Schechter Investment Advisors LLCSep 2021 to May 2025
- E. A. Horwitz LLCJul 2016 to Dec 2016
- Western International Securities, Inc.Jul 2016 to Dec 2016
- Coe Capital Management, LLCJul 2014 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 yearsIn 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
- 5709543
- Firm CRD
- 133535