{
  "crd_number": 105679,
  "slug": "darrow-wealth-management-needham-ma-105679",
  "primary_business_name": "DARROW WEALTH MANAGEMENT",
  "legal_name": "THE DARROW COMPANY, INC.",
  "dbas": [],
  "city": "Needham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-07-06",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 392420964.0,
  "raum_discretionary": 392420964.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22617947.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 369803017.0,
      "count": 83
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "ME",
    "NH",
    "NJ",
    "TX"
  ],
  "websites": [
    "https://darrowwealthmanagement.com",
    "https://facebook.com/DARROWWEALTH",
    "https://linkedin.com/COMPANY/DARROW-WEALTH-MANAGEMENT",
    "https://twitter.com/DARROWWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105679",
  "city_as_filed": "NEEDHAM",
  "url": "https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679",
  "display_name": "Darrow Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Darrow Wealth Management (CRD 105679): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Darrow Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Darrow Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Darrow Wealth Management registered with the SEC or a state?",
      "a": "Darrow Wealth Management is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105679."
    },
    {
      "q": "How much does Darrow Wealth Management manage?",
      "a": "Darrow Wealth Management reports $392,420,964 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Darrow Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Darrow Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (83); individuals (other than high net worth individuals) (39)."
    },
    {
      "q": "Which custodians does Darrow Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Darrow Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Darrow Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 200441931.0,
      "total_employees": 4,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 241920094.0,
      "total_employees": 6,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 203637475.0,
      "total_employees": 5,
      "filing_date": "2023-06-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 245506410.0,
      "total_employees": 5,
      "filing_date": "2024-03-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 308122093.0,
      "total_employees": 6,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 392420964.0,
      "total_employees": 6,
      "filing_date": "2026-07-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $354,484,769 to $392,420,964 (+11%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $308,122,093 to $354,484,769 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$15,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $15,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 22617947.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 369803017.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/105679",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}