ARWA LLC

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ARWA LLC
CRD #337220
SEC #801-134217
CIK #0002113621
AUM 335.0 M (2026-05-20)
Employees 7 (57% Investors, 0% Brokers)
Fees
Minimum
Phone682-231-8331
Address9800 Hillwood Parkway
Fort Worth, TX 76177
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($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 ($M)
2502001501005002025202520262027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
Bennett Selby Investments Limited Partnership
335.9 M
Shared Vision Wealth Group LLC
335.9 M
Mid-American Wealth Advisory Group Inc
MO 335.6 M
Pollock Investment Advisors LLC
MI 335.5 M
Personal Financial Profiles Inc
FL 335.3 M
The Menard Financial Group LLC
TX 335.3 M
Molly B Investment Group LLC
GA 334.7 M
Wealthharbor Capital Group LLC
LA 334.7 M
Slayton Lewis Inc
UT 334.4 M
Hewell Financial Group Inc
334.4 M
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