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ARRIEN INVESTMENTS, INC.
CRD 321819File 801-125988
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$226.6M
Below cohort median (national)
Discretionary AUM
$226.6M
Clients
449
905 accounts
Employees
5
Bottom 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 27, 2022
- Principal office
- 4477 WEST EMERALD STREET, SUITE A100, BOISE, ID, 83706
- Phone
- (208) 338-1520
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.6M
- Discretionary AUM
- $226.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 905
- Non-discretionary accounts
- 0
- Total accounts
- 905
- AUM per client
- $505K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $1.5M |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 60 | $114.5M |
| Individuals (other than high net worth individuals) | 382 | $108.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 411 | 449 | increased by38 |
| Mar 1, 2026 | AUM | $189,444,579 | $226,582,421 | increased by$37,137,842 |
| Mar 1, 2026 | Accounts | 831 | 905 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 411 | increased by411 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $189,444,579 | increased by$189,444,579 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 831 | increased by831 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARRIEN INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARRIEN INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.