Arrow Wealth Advisory LLC
● SEC registered since 2018CRD 296890SEC# 801-113354
Reg. AUM
$217.8M
Employees
1
Accounts
79
Location
—
About Arrow Wealth Advisory
Arrow Wealth Advisory advises a select number of families on sustaining wealth, values, and legacy across generations. The partner-owned firm integrates tax and estate planning, investment management, philanthropy, and family dynamics on a flat-fee basis without outside shareholders.
Summary based on the firm’s website.
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 $217.8 million in regulatory assets under management and employs 1 people.
Arrow Wealth Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Joseph Finley Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Arrow Wealth Advisory LLC manage?
Arrow Wealth Advisory LLC reports $217.8 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
| Phone | 212-997-9697 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.8M▲ 10%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$217.8Mregulatory AUM
Discretionary $217.8M