|
⚲
|
| Keyboard |
| Arrow Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 296890 |
| SEC # | 801-113354 |
| CIK # | |
| AUM | 217.8 M (2026-01-20) |
| 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 | 8 | 0.1 |
| Total | 79 | 0.2 |
| By Discretionary | ||
| Discretionary | 78 | 0.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 79 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 79 | 0.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Planning Group Inc
✚
|
MA | 218.6 M |
|
Park Square Financial Group LLC
✚
|
GA | 218.6 M |
|
Strategic Asset Management LLC
✚
|
MN | 218.3 M |
|
Manuka Financial LLC
✚
|
218.1 M | |
|
Allstreet Capital LLC
✚
|
CA | 218.0 M |
|
Dobson Asset Management - Northern California
✚
|
CA | 217.8 M |
|
Parker Financial Advisors LLC
✚
|
TX | 217.6 M |
|
Callahan Capital Management Inc
✚
|
CO | 217.5 M |
|
Ciovacco Capital Management LLC
✚
|
217.3 M | |
|
Sheridan Capital Management LLC
✚
|
217.2 M |