Arrow Wealth Advisors

RIASEC RegisteredEst. 2026

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$235K

Accounts

516

Employees

Advisory reps

Firm details

Headquarters: Lynchburg, Virginia
CRD number: 290853
Registered since: July 22, 2026
Website: arrowwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.27%
Individuals41.37%
Charitable Organizations2.36%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Arrow Wealth Advisors is an independent, privately owned registered investment adviser that serves both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation is delivered through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Arrow acts as a capital allocator for its clients and does not position itself as an active ESG investor.