Arrien Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boise, ID. Its latest Form ADV filing, dated February 26, 2026, reports $227M in regulatory assets under management, 5 employees, and 905 accounts.
Assets Under Management
$227M
Employees
5
Offices
--
Total Clients
449
Primary office
BOISE, ID
4477 WEST EMERALD STREET, SUITE A100, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
382
2
HNWI
13.4%
60
3
Corporations
1.6%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of February 26, 2026
Discretionary100.0%
$227M
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$227M
Total Accounts905
10Y AUM Change+$227M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee90:1
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.