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ARROW WEALTH ADVISORY LLC
CRD 296890File 801-113354
APPROVED
Retail clients
Filing as of Jan 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.8M
Below cohort median (national)
Discretionary AUM
$217.5M
Non-discretionary $355K
Clients
23
79 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 4, 2018
- Principal office
- Not reported
- Phone
- 212-997-9697
- Website
- https://arrow-wealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.8M
- Discretionary AUM
- $217.5M
- Non-discretionary AUM
- $355K
- Discretionary accounts
- 78
- Non-discretionary accounts
- 1
- Total accounts
- 79
- AUM per client
- $9.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24.2M |
| High net worth individuals | 10 | $97.6M |
| Individuals (other than high net worth individuals) | 11 | $1.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- 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 17, 2026 | Clients | 31 | 23 |
| 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.