Overview
Assets Under Management: $218 million
High-Net-Worth Clients: 10
Average Client Assets: $9.8 million
Frequently Asked Questions
ARROW WEALTH ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296890), ARROW WEALTH ADVISORY LLC is subject to fiduciary duty under federal law.
ARROW WEALTH ADVISORY LLC serves 10 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, ARROW WEALTH ADVISORY LLC offers portfolio management for individuals. View all service details ↓
ARROW WEALTH ADVISORY LLC manages $218 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, ARROW WEALTH ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.82%
Average Client Assets: $9.8 million
Total Client Accounts: 79
Discretionary Accounts: 78
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 296890
Filing ID: 2040794
Last Filing Date: 2026-01-20 12:24:56