# Arrow Wealth Advisors

> Arrow Wealth Advisors is an SEC-registered investment advisory firm in Lynchburg, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 290853
- Filed as: ARROW WEALTH ADVISORS
- Legal name: Arrow Wealth Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lynchburg, VA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290853
- AdvisorCensus page: https://advisorcensus.com/firm/arrow-wealth-advisors-lynchburg-va-290853

## Quick answers

**How is Arrow Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Arrow Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Arrow Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $1,250 to $8,000 (Financial Planning Services); Hourly rate: $225 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Arrow Wealth Advisors located?**
Arrow Wealth Advisors' principal office is in Lynchburg, VA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arrow Wealth Advisors registered with the SEC or a state?**
Arrow Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 290853.

**How much does Arrow Wealth Advisors manage?**
Arrow Wealth Advisors reports $121,234,291 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**What types of clients does Arrow Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (44); charitable organizations (1).

**Which custodians does Arrow Wealth Advisors use?**
Arrow Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arrow Wealth Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290853

**What changed in Arrow Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Flat fee: $1,250 to $8,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $1,250 and $8,000.

- Hourly rate: $225 an hour (Financial Planning Services)

> Financial Planning Services are also offered based on an hourly rate of $225 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $121,234,291
- Discretionary: $121,234,291
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $50,158,116 |
| High net worth individuals | 44 | $68,221,057 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $2,855,118 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290853

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- arrowwealthadvisors.com
- LinkedIn @arrow-wealth-advisors
- LinkedIn @dlseltzer
- LinkedIn @mitchell-law-85a521195
- LinkedIn @natasha-hamilton-san-antonio

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrow Wealth Advisors (CRD 290853): Form ADV filing data as of October 2026.