Investment adviser · CRD 105679

DARROW WEALTH MANAGEMENT

Investment adviser filing (IA)

THE DARROW COMPANY, INC.

NEEDHAM, MA, United States · Form ADV filed Jul 9, 2026

Regulatory AUM
$392M
Form ADV · Item 5.F
Client accounts
408
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals83$369,803,01794.2%
Individuals39$22,617,9475.8%
Filing source

Form ADV 2118225 · Jul 9, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DWM STRATEGIC EQUITY INCOME FUND, LLCOther Private Fund · Last reported Mar 25, 2019$46.9MGross asset value

Form D fundraising filings

DWM STRATEGIC EQUITY INCOME FUND LLC

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN PC KANSAS CITY, Missouri, United States
Custodian TD AMERITRADE, INC. OMAHA, Nebraska, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MAYER HOFFMAN MCCANN PC
PCAOB 199

TD AMERITRADE, INC.
SEC 8-23395

Fund details & source
Fund ID
805-1061671936
Reported beneficial owners
33
Minimum commitment
$25K
Form D file number
021-127270

Form ADV 1278410 · Mar 25, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

200 RESERVOIR STREET, SUITE 303
NEEDHAM, MA, 02494, United States

CRD 105679

Filing source

Form ADV 2118225 · Jul 9, 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.