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ARCWOOD FINANCIAL, LLC
CRD 189512
7250 N. 16TH ST, SUITE 104, PHOENIX, AZ, 85020, United States
Phone
602-726-6282
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$186.6M
Discretionary AUM
$186.6M
Team
4 total employees; 3 advisory reps; 47 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; FLAT FEE/PROJECT-BASED FEE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $5.6M |
| High net worth individuals | 6 | $7.2M |
| Pension/profit sharing plans | 3 | $173.7M |
All web addresses on file
Official SEC filing: View on IAPD