Darrow Wealth Management
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 105679
- Registered since
- July 6, 1989
- Website
- darrowwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.24%
- Individuals5.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Darrow Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1989. The firm operates as a corporation with an individual owner and positions itself as a capital allocator for high-net-worth individuals and families. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is not an active ESG investor and is not classified as a multi-state or newly formed adviser.
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
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$248M in ETFs
93%
$231M
3%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $33.4M | 45,119 | 13.48% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 200 Reservoir St
- Time zone
- ET (UTC-5)
- Office locations
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