ARROW WEALTH ADVISORY LLC
  • ARROW WEALTH ADVISORY LLC

Adviser Profile

As of Date 01/20/2026
Registration SEC, Approved, 06/04/2018
Contact Info 212 xxxxxxx
Websites
AUM* 217,835,403 20%
of that, discretionary 217,480,545 21%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,757,410 2%
% High Net Worth 32.26% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

217M 186M 155M 124M 93M 62M 31M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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