AdvisorCensus / Financial advisors / Massachusetts / Boston / Darrow Wealth Management
Darrow Wealth Management
Filed as DARROW WEALTH MANAGEMENT · Legal name The Darrow Company, Inc.
Darrow Wealth Management is an SEC-registered investment advisory firm in Needham, MA, registered since 1989, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.
Quick answers
From the filingHow is Darrow Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Darrow Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Darrow Wealth Management located?
Darrow Wealth Management's principal office is in Needham, MA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Darrow Wealth Management registered with the SEC or a state?
Darrow Wealth Management is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105679.
How much does Darrow Wealth Management manage?
Darrow Wealth Management reports $392,420,964 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).
How have Darrow Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Darrow Wealth Management: Regulatory assets under management: $200,441,931 in the October 2021 data and $392,420,964 in the October 2026 data, up 96%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Darrow Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (83); individuals (other than high net worth individuals) (39).
Which custodians does Darrow Wealth Management use?
Darrow Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Darrow Wealth Management 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/105679
What changed in Darrow Wealth Management's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 3 to 4.
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- A percentage of assets under your management
- 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 2AMinimum annual fee: $15,000
The brochure's wording
As a condition for starting and maintaining an investment management relationship, DWM imposes a minimum annual fee of $15,000.
DWM may, in its sole discretion, elect to waive or reduce its minimum fee based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client and account retention.
As stated in the firm's Form ADV Part 2A brochure dated July 9, 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$392,420,964 as of October 2026, filing dated July 9, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- The Darrow Company, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1989 (37 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
7 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 | $392,420,964 | 6 | July 9, 2026 |
| October 2025 | $308,122,093 | 6 | July 22, 2025 |
| October 2024 | $245,506,410 | 5 | March 17, 2024 |
| October 2023 | $203,637,475 | 5 | June 20, 2023 |
| October 2022 | $241,920,094 | 6 | June 22, 2022 |
| October 2021 | $200,441,931 | 4 | July 1, 2021 |
Regulatory assets under management: $200,441,931 in the October 2021 data and $392,420,964 in the October 2026 data, up 96%.
Total employees: 4 in October 2021 and 6 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 months- August 2026
- Employees performing advisory functions went from 3 to 4.
- April 2026
- Regulatory assets under management went from $354,484,769 to $392,420,964 (+11%).
- March 2026
- Regulatory assets under management went from $308,122,093 to $354,484,769 (+15%).
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. Darrow Wealth Management (CRD 105679): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679