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| Keyboard |
| Arcwood Financial LLC
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|
|---|---|
| CRD # | 189512 |
| SEC # | 801-136917 |
| CIK # | |
| AUM | 186.6 M (2026-06-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-726-6282 |
| Address | 7250 N 16th St Phoenix, AZ 85020 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 5.6 |
| (b) Individuals (high net worth individuals) | 6 | 7.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 173.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 186.6 |
| By Discretionary | ||
| Discretionary | 33 | 186.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 33 | 186.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 47 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ivy League Financial Advisors LLC
✚
|
MD | 188.7 M |
|
SDR Investment Management Inc
✚
|
FL | 188.6 M |
|
Wright Wealth LLC
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|
GA | 188.5 M |
|
KFG LLC
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SD | 188.1 M |
|
Heritage Financial Advisors LLC
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|
OH | 188.0 M |
|
Wall Street Financial Group Inc
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|
IL | 187.7 M |
|
Closed-End Fund Advisors Inc
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|
186.3 M | |
|
Winthrop Partners - WNY LLC
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|
NY | 186.2 M |
|
Networth Advisors LLC
✚
|
PA | 185.4 M |
|
Summit Financial Consulting LLC
✚
|
MI | 184.7 M |