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Firm profile

Arrow Wealth Advisors

AUBURN, CACRD 290853Registration Status: ApprovedEffective since July 22, 2026Latest ADV June 22, 2026

Arrow Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Auburn, CA. Its latest Form ADV filing, dated June 22, 2026, reports $121M in regulatory assets under management, 2 employees, 1 office, and 516 accounts.

Assets Under Management
$121M
Employees
2
Offices
1 office
Total Clients
198
Primary office
AUBURN, CA
10831 COMBINE RD, SUITE A, AUBURN, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODaniel L. Seltzer

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
153
2
HNWI
22.2%
44
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$121Mas of June 22, 2026
Discretionary100.0%
$121M
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.

Total AUM$121M
Total Accounts516
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee99:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.