# Arrowstone Wealth, LLC

> 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.

- CRD: 172147
- Filed as: ARROWSTONE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Malaga, WA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172147
- AdvisorCensus page: https://advisorcensus.com/firm/arrowstone-wealth-llc-malaga-wa-172147

## Quick answers

**How is Arrowstone Wealth, LLC compensated?**
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).

**Where is Arrowstone Wealth, LLC located?**
Arrowstone Wealth, LLC's principal office is in Malaga, WA, according to its Form ADV.

**Is Arrowstone Wealth, LLC registered with the SEC or a state?**
Arrowstone Wealth, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172147.

**How much does Arrowstone Wealth, LLC manage?**
Arrowstone Wealth, LLC reports $53,118,989 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (90% discretionary).

**What types of clients does Arrowstone Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (20).

**Does Arrowstone Wealth, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,118,989
- Discretionary: $47,998,841
- Non-discretionary: $5,120,148

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $11,200,548 |
| High net worth individuals | 25 | $36,798,293 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,120,148 |

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

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

### Item 11 questions answered yes
- 11.D(4): 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?
- 11.H(2): 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)?

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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172147

### Websites listed on Form ADV (Item 1.I)
- arrowstonewealth.com
- LinkedIn @cody-gunn-87711b2a6
- TikTok @codygunnadvisor
- X @CodyGunnAdvisor
- YouTube @CodyGunnAdvisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowstone Wealth, LLC (CRD 172147): Form ADV filing data as of October 2026.