DARROW WEALTH MANAGEMENT

RIASEC RegisteredEst. 1989
Total AUM
$392M
Discretionary
$392M
100% of AUM
Avg account
$962K
Accounts
408
Employees
5
Advisory reps
3

Firm details

Headquarters
NEEDHAM, Massachusetts
CRD number
105679
Registered since
July 6, 1989
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

FINTRX

Overview

Darrow Wealth Management is an independent registered investment adviser that advises individuals and families with a mix of financial planning, discretionary portfolio management and selection-of-adviser services. The firm bills clients via a percentage of assets under management and fixed fees, and operates as a capital allocator—constructing portfolios that blend public funds with allocations to third‑party alternative managers. Investment implementation tilts toward pooled public vehicles: mutual funds and ETFs form the backbone of client portfolios, while private-market and alternative exposures are accessed through external managers and funds. The firm’s 13F footprint shows a heavy ETF emphasis, led by a large position in the Invesco QQQ Trust, signaling substantive growth/tech and broad-market ETF exposure in its public sleeve. Darrow Wealth Management also offers pension consulting and works with small-business owners, indicating experience building customized solutions across household and plan-level relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Cash & Cash Equivalents 4%, Exchange Traded Equities 3%, US Government Bonds 3%, State & Local Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities3%
  • US Government Bonds3%
  • State & Local Bonds1%

Contacts

3 of 3
  • KRISTIN MCKENNA

    President & Wealth AdvisorCRD 6405372

  • MICHELLE WELLS

    Portfolio Manager and Wealth AdvisorCRD 4551613

  • MATTHEW MCCREARY

    Wealth AdvisorCRD 6534319

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$223M in ETFs

Passive

93%

$207M

Active

4%

$16.3M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$26.9M46,71712.05%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth