Arrow Wealth Advisory LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 20, 2026, reports $218M in regulatory assets under management, 1 employee, and 79 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 35.5% of total clients.
Top client categories% of clientsClients
1
Individuals
35.5%
11
2
HNWI
32.3%
10
3
Irrevocable Trusts/Estates
25.8%
8
4
Charitable
6.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of January 20, 2026
Discretionary99.8%
$217M
100% of total RAUM99.8%
Non-discretionary0.2%
$355K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts79
10Y AUM Change+$218M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* 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.