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 focuses on individuals and families. The firm provides financial planning and portfolio management services for individual investors and small businesses. Its fee model mixes asset-based fees with hourly and fixed-fee engagements, and it is not positioned as a capital allocator or a pension consultant. Arrowstone identifies a clear equity preference in its investing stance and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2
Cody Gunn
Registered Investment AdviserCRD 5611255
Zachary Cole
Investment Adviser RepresentativeCRD 7476071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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