# 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.

- CRD: 296890
- Filed as: ARROW WEALTH ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296890
- AdvisorCensus page: https://advisorcensus.com/firm/arrow-wealth-advisory-llc-296890

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: None

> There is no account minimum for any of Arrow’s services.

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.
- J.P. Morgan Securities LLC

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: $217,835,403
- Discretionary: $217,480,545
- Non-discretionary: $354,858

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,104,638 |
| High net worth individuals | 10 | $97,630,717 |
| 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 | 2 | $24,222,918 |
| 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 | 8 | $94,877,130 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NH, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arrow-wealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $169,836,705 | 1 | February 16, 2021 |
| October 2022 | $203,038,393 | 1 | February 28, 2022 |
| October 2023 | $170,599,165 | 1 | February 3, 2023 |
| October 2024 | $180,834,709 | 1 | February 5, 2024 |
| October 2025 | $198,478,848 | 1 | January 31, 2025 |
| October 2026 | $217,835,403 | 1 | January 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrow Wealth Advisory LLC (CRD 296890): Form ADV filing data as of October 2026.