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| ARWA LLC
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|---|---|
| CRD # | 337220 |
| SEC # | 801-134217 |
| CIK # | 0002113621 |
| AUM | $335.0 M (2026-05-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 682-231-8331 |
| Address | 9800 Hillwood Parkway Fort Worth, TX 76177 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 3.3 | |
| Microsoft Corp | 2.3 | |
| Broadcom Inc | 2.2 | |
| Visa Inc | 1.9 | |
| Amgen Inc | 1.8 | |
| J P Morgan Chase & Co | 1.8 | |
| TJX Companies Inc /DE/ | 1.8 | |
| Alphabet Inc | 1.8 | |
| Wal Mart Stores Inc | 1.7 | |
| Costco Wholesale Corp /NEW | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 67.5 |
| (b) Individuals (high net worth individuals) | 109 | 267.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,352 | 335.0 |
| By Discretionary | ||
| Discretionary | 1,305 | 315.9 |
| Non-Discretionary | 47 | 19.1 |
| Total | 1,352 | 335.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.0 | |
| Total | 1,352 | 335.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002113621] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 | |
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
The Menard Financial Group LLC
✚
|
TX | 0.3 |
|
Molly B Investment Group LLC
✚
|
GA | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 |