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ARROW WEALTH ADVISORY LLC
CRD 296890 · SEC 801-113354
DE, United States
Phone
212-997-9697
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.8M
Discretionary AUM
$217.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.1M |
| High net worth individuals | 10 | $97.6M |
| Charitable organizations | 2 | $24.2M |
States served
DE, NY, VA, NH
All web addresses on file
Official SEC filing: View on IAPD