# Arrowhead Wealth Management Corp.

> Arrowhead Wealth Management Corp. is a state-registered investment advisory firm in Modesto, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 171169
- Filed as: ARROWHEAD WEALTH MANAGEMENT CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Modesto, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171169
- AdvisorCensus page: https://advisorcensus.com/firm/arrowhead-wealth-management-corp-modesto-ca-171169

## Quick answers

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

**Where is Arrowhead Wealth Management Corp. located?**
Arrowhead Wealth Management Corp.'s principal office is in Modesto, CA, according to its Form ADV.

**Is Arrowhead Wealth Management Corp. registered with the SEC or a state?**
Arrowhead Wealth Management Corp. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171169.

**How much does Arrowhead Wealth Management Corp. manage?**
Arrowhead Wealth Management Corp. reports $30,815,536 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).

**What types of clients does Arrowhead Wealth Management Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149).

**Does Arrowhead Wealth Management Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171169

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,815,536
- Discretionary: $0
- Non-discretionary: $30,815,536

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $30,760,065 |
| Charitable organizations | Fewer than 5 | $55,471 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowhead Wealth Management Corp. (CRD 171169): Form ADV filing data as of October 2026.