ARROWSTONE WEALTH, LLC

ARROWSTONE WEALTH, LLC is an SEC-registered investment adviser (CRD 172147). Regulatory assets under management: $53.1M.

Registration

• CRD: 172147
• Type: Registered investment adviser
• Phone: 509-699-3144
• Latest filing: 2026-06-02
• Regulatory AUM: $53.1M
• Discretionary AUM: $48.0M
• Non-discretionary AUM: $5.1M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 172147 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search