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ARROWHEAD WEALTH MANAGEMENT CORP.
CRD 171169
909 15TH ST, #4, MODESTO, CA, 95354, United States
Phone
415-850-3022
Fax
209-521-0000
Registration
— (—)
Source
State registered
Total AUM
$30.8M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; INITIAL CONSULTING FEE
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $30.8M |
Official SEC filing: View on IAPD