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Arrow Wealth Advisory LLC

● SEC registered since 2018CRD 296890SEC# 801-113354
Export (members)
Reg. AUM
$198.5M
Employees
1
Accounts
75
Location

Arrow Wealth Advisory LLC assets under management

Arrow Wealth Advisory LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $198.5 million in regulatory assets under management and employs 1 people.

Arrow Wealth Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Edward Joseph Finley ControlManaging Member & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Arrow Wealth Advisory LLC manage?

Arrow Wealth Advisory LLC reports $198.5 million in regulatory assets under management on its Form ADV.

How many employees does Arrow Wealth Advisory LLC have?

Arrow Wealth Advisory LLC reports 1 employees.

Does Arrow Wealth Advisory LLC disclose fund performance?

Arrow Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone212-997-9697
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198M
Non-discretionary$430K
Total (RAUM)$198.5M