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ARROW WEALTH ADVISORS
ARROW WEALTH ADVISORS, INC.
CRD 290853
10831 COMBINE RD, SUITE A, AUBURN, CA, 95602, United States
Phone
210-541-9967
Fax
210-541-9967
Registration
— (—)
Source
State registered
Total AUM
$108.6M
Discretionary AUM
$108.6M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $42.1M |
| High net worth individuals | 44 | $63.7M |
| Charitable organizations | 1 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD