Investment adviser · CRD 296890
ARROW WEALTH ADVISORY LLC
Investment adviser filing (IA)
· Form ADV filed Jan 20, 2026
- Regulatory AUM
- $218M Form ADV · Item 5.F
- Client accounts
- 79 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $97,630,717 | 44.8% |
| Other clients | 8 | $94,877,130 | 43.6% |
| Charities | Fewer than 5 | $24,222,918 | 11.1% |
| Individuals | 11 | $1,104,638 | 0.5% |
Filing source
Form ADV 2040794 · Jan 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 20, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
CRD 296890
Filing source
Form ADV 2040794 · Jan 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.