Edward B. Pettegrew

ARENA PRIVATE WEALTH

Shaker Heights, OH 44122

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CRD#: 7341170

Professional summary

Edward Bowman Pettegrew IV, who also goes by Bo Pettegrew, Edward B Pettegrew IV, Edward Pettegrew, is a registered financial advisor currently at ARENA PRIVATE WEALTH located in Shaker Heights, Ohio.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Edward has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bo Pettegrew | Edward B Pettegrew Iv | Edward Pettegrew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Bowman Pettegrew IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2026 - Present

ARENA PRIVATE WEALTH

Office #1: 20046 Walker Road, Suite 15, Shaker Heights, OH 44122

RIA

CRD#: 332302

Shaker Heights, OH

Past

September 5, 2025 - March 6, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CLEVELAND, OH

Past

September 5, 2025 - March 6, 2026

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Cleveland, OH

Past

July 28, 2021 - September 18, 2025

MEADEN & MOORE FINANCIAL SERVICES, LTD.

RIA

CRD#: 127544

CLEVELAND, OH

Past

May 27, 2021 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Cleveland, OH

Past

May 6, 2021 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Cleveland, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARENA PRIVATE WEALTH

ARENA PRIVATE WEALTH | OCMPW | OCM PRIVATE WEALTH, LLC

CRD#: 332302 / SEC#: 801-131099

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/26/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/4/2021

Securities Industry Essentials Examination

Current Firm

ARENA PRIVATE WEALTH

ARENA PRIVATE WEALTH | OCMPW | OCM PRIVATE WEALTH, LLC

CRD#: 332302 / SEC#: 801-131099

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

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Contact information

Main Address

401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584

Mailing Address

Phone number

(312) 798-9045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCM PRIVATE WEALTH FORM ADV PART 2A (JANUARY 7, 2026 (1/8/2026)

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 139,112,250

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward B. Pettegrew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Bowman Pettegrew IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

MEADEN & MOORE FINANCIAL SERVICES, LTD.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARENA PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2021

Series 7TO

Date: 5/6/2021

SIE

Date: 2/4/2021

Current Firm

ARENA PRIVATE WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARENA PRIVATE WEALTH

TRUST BUT VERIFY

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