← Directory
ARCWOOD FINANCIAL, LLC
CRD 189512File 801-136917
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$186.6M
Bottom 25% of cohort (national)
Discretionary AUM
$186.6M
Clients
33
33 accounts
Employees
4
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 5, 2026
- Principal office
- 7250 N. 16TH ST, SUITE 104, PHOENIX, AZ, 85020
- Phone
- 602-726-6282
- Website
- https://arcwood.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $186.6M
- Discretionary AUM
- $186.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $7.2M |
| Pension and profit sharing plans | Fewer than 5 | $173.7M |
| Individuals (other than high net worth individuals) | 24 | $5.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FLAT FEE/PROJECT-BASED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.