ARROWHEAD ASSET MANAGEMENT

ARROWHEAD ASSET MANAGEMENT of WIMBERLEY, TX is an SEC-registered investment adviser (CRD 117075). Regulatory assets under management: $45.3M.

Registration

• CRD: 117075
• Type: Registered investment adviser
• Location: 45 LA BUENA VISTA DRIVE - SHOP, WIMBERLEY, TX, 78676
• Phone: 512-751-7363
• Latest filing: 2025-10-17
• Regulatory AUM: $45.3M
• Discretionary AUM: $45.3M
• Accounts: 118

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search