Arcwood Financial, LLC

RIASEC RegisteredEst. 2026

Total AUM

$187M

Discretionary

$187M

100% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 189512
Registered since: August 5, 2026
Website: arcwood.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans93.1%
HNWI3.88%
Individuals3.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arcwood Financial, LLC is an independent, single-owner registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its fee model includes assets-under-management fees alongside fixed and other fee arrangements. Arcwood reports that it does not pursue ESG investing as an active strategy and operates as a single-state adviser.