AdvisorCensus / Financial advisors / Arrow Wealth Advisory LLC
Arrow Wealth Advisory LLC is an SEC-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.
Quick answers
From the filingHow is Arrow Wealth Advisory LLC compensated?
On its Form ADV (Item 5.E, October 2026), Arrow Wealth Advisory LLC reports these compensation arrangements: fixed fees (other than subscription fees).
Is Arrow Wealth Advisory LLC registered with the SEC or a state?
Arrow Wealth Advisory LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296890.
How much does Arrow Wealth Advisory LLC manage?
Arrow Wealth Advisory LLC reports $217,835,403 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).
How have Arrow Wealth Advisory LLC's assets and staff changed since 2021?
In the Form ADV data for Arrow Wealth Advisory LLC: Regulatory assets under management: $169,836,705 in the October 2021 data and $217,835,403 in the October 2026 data, up 28%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Arrow Wealth Advisory LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (10); other (8).
Which custodians does Arrow Wealth Advisory LLC use?
Arrow Wealth Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Arrow Wealth Advisory LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296890
Does Arrow Wealth Advisory LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 20, 2026 says: "There is no account minimum for any of Arrow’s services."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no account minimum for any of Arrow’s services.
As stated in the firm's Form ADV Part 2A brochure dated January 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$217,835,403 as of October 2026, filing dated January 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $217,835,403 | 1 | January 20, 2026 |
| October 2025 | $198,478,848 | 1 | January 31, 2025 |
| October 2024 | $180,834,709 | 1 | February 5, 2024 |
| October 2023 | $170,599,165 | 1 | February 3, 2023 |
| October 2022 | $203,038,393 | 1 | February 28, 2022 |
| October 2021 | $169,836,705 | 1 | February 16, 2021 |
Regulatory assets under management: $169,836,705 in the October 2021 data and $217,835,403 in the October 2026 data, up 28%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Arrow Wealth Advisory LLC (CRD 296890): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/arrow-wealth-advisory-llc-296890