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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arrow Wealth Advisory LLC
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|---|---|
| CRD # | 296890 |
| SEC # | 801-113354 |
| CIK # | |
| AUM | $198.5 M (2025-01-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-997-9697 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 0.1 |
| Total | 75 | 0.2 |
| By Discretionary | ||
| Discretionary | 74 | 0.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 75 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 75 | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FC Wealth Solutions LLC
✚
|
OH | 0.2 |
|
Successful Money Strategies Inc
✚
|
MA | 0.2 |
|
Valpey Financial Services LLC
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NH | 0.2 |
|
Stone Pine Financial Partners LLC
✚
|
PA | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
VVR Holdings LLC
✚
|
WA | 0.2 |
|
KRM Wealth Management LLC
✚
|
NV | 0.2 |
|
Minerva Planning Group Inc
✚
|
GA | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |
|
Asset Management Advisors LLC
✚
|
OK | 0.2 |