Arrowstone Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172147
- Website
- arrowstonewealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.28%
- Individuals21.09%
- Pension & Profit Sharing Plans9.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arrowstone Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with an advisory focus that also extends to small businesses. Its core services are financial planning and portfolio management. The firm bills clients via a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Available records do not specify the year of SEC registration. Arrowstone reports it is not an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds22%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
1 of 1
Cody Gunn
Registered Investment AdviserCRD 5611255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Propel Financial Advisors, LLC
RIACapital Partners Wealth Management
RIAIssaquah, WA
South Lane Wealth Management LLC
RIAJordan Financial LLC
RIAWinvest Investments L.P.
RIAMontrose, CO