Arrow Wealth Advisors

Overview

Arrow Wealth Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individuals and families and institutional clients, offering financial planning and portfolio management for individuals and small businesses, pension-related consulting activities, and the selection of outside managers. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Arrow does not position itself as an ESG-active investor. The firm acts as a capital allocator, using third‑party managers and pooled vehicles alongside in‑house advice. Its operating footprint is small — the firm is not newly formed and reports a limited number of client relationships, which suggests a boutique advisory model rather than mass-market wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices