ARROW WEALTH ADVISORY LLC

ARROW WEALTH ADVISORY LLC is an SEC-registered investment adviser (CRD 296890). Regulatory assets under management: $217.8M.

Registration

• CRD: 296890
• SEC file number: 801-113354
• Type: Registered investment adviser
• Phone: 212-997-9697
• Latest filing: 2026-01-20
• Regulatory AUM: $217.8M
• Discretionary AUM: $217.5M
• Non-discretionary AUM: $355K
• Clients: 1
• Accounts: 79

Business model

Compensation: Fixed.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 296890 on SEC IAPD (source of record)
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