FLETCHING ARROWS WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$43.3M
Discretionary
$43.3M
100% of AUM
Avg account
$85.3K
Accounts
508
Employees
1
Advisory reps
1

Firm details

Headquarters
LOVELAND, Colorado
CRD number
289254
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Commissions
Client types
  • Individuals65.28%
  • HNWI34.72%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fletching Arrows Wealth Management LLC is an independent, single-owner registered investment adviser organized as an LLC that focuses on individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee mix includes percentage-of-AUM billing alongside hourly fees and commission-based arrangements. The firm is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not serve as a pension consultant or related adviser. It also lists an affiliation with an insurance company, which suggests some integration of insurance products into its client solutions.

Assets & Accounts

Investments & Alternatives

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 90%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • ANDREW LOGUE

    Investment Advisor RepresentativeCRD 6406025

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOVELAND, CO

LARIMER

Location

LOVELAND, CO

Headquartered in LOVELAND, CO, in the West of the United States.

Region
West
County
LARIMER
Address
1635 Foxtrail Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth