{
  "crd_number": 172147,
  "slug": "arrowstone-wealth-llc-malaga-wa-172147",
  "primary_business_name": "ARROWSTONE WEALTH, LLC",
  "legal_name": "ARROWSTONE WEALTH, LLC",
  "dbas": [],
  "city": "Malaga",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "48300",
  "metro": {
    "cbsa_code": "48300",
    "common_name": "Wenatchee",
    "msa_name": "Wenatchee-East Wenatchee, WA",
    "path": "/advisors/wa/wenatchee"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-07-10",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 53118989.0,
  "raum_discretionary": 47998841.0,
  "raum_non_discretionary": 5120148.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 11200548.0,
      "count": 20
    },
    "pension_profit_sharing": {
      "raum": 5120148.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 36798293.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://arrowstonewealth.com",
    "https://linkedin.com/in/cody-gunn-87711b2a6",
    "https://tiktok.com/@codygunnadvisor?lang=en",
    "https://x.com/CodyGunnAdvisor",
    "https://youtube.com/@CodyGunnAdvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172147",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "MALAGA",
  "url": "https://advisorcensus.com/firm/arrowstone-wealth-llc-malaga-wa-172147",
  "display_name": "Arrowstone Wealth, LLC",
  "summary": "Arrowstone Wealth, LLC is a state-registered investment advisory firm in Malaga, WA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Arrowstone Wealth, LLC (CRD 172147): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Arrowstone Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arrowstone Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Arrowstone Wealth, LLC located?",
      "a": "Arrowstone Wealth, LLC's principal office is in Malaga, WA, according to its Form ADV."
    },
    {
      "q": "Is Arrowstone Wealth, LLC registered with the SEC or a state?",
      "a": "Arrowstone Wealth, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172147."
    },
    {
      "q": "How much does Arrowstone Wealth, LLC manage?",
      "a": "Arrowstone Wealth, LLC reports $53,118,989 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (90% discretionary)."
    },
    {
      "q": "What types of clients does Arrowstone Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does Arrowstone Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.H(2) (pending civil 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172147"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/arrowstone-wealth-llc-malaga-wa-172147.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 11200548.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 36798293.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5120148.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172147",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}