Darrow Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 18, 2026, reports $392M in regulatory assets under management, 5 employees, 4 offices, and 408 accounts.
Assets Under Management
$392M
Employees
5
Offices
4 offices
Total Clients
122
Primary office
NEEDHAM, MA
200 RESERVOIR STREET, SUITE 303, NEEDHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.0% of total clients.
Top client categories% of clientsClients
1
HNWI
68.0%
83
2
Individuals
32.0%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of March 18, 2026
Discretionary100.0%
$392M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$392M
Total Accounts408
10Y AUM Change+$245M (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.