Arrow Wealth Advisors

Arrow Wealth Advisors serves individuals, high‑net‑worth clients, charities and business entities with financial planning, discretionary asset management, and retirement-plan advisory services, including limited‑scope ERISA 3(21) support. The firm also offers delegated management through custodial platforms and uses the Betterment for Advisors platform for accounts that fall below other strategy minimums.

The firm describes an investment approach grounded in market‑efficient principles and systematic portfolio construction, favoring broad diversification and tax‑efficient implementation, with portfolios designed around clients’ cash flow, risk capacity, tax obligations and estate considerations. Client accounts are monitored continuously with formal reviews at least annually and additional reviews triggered by market conditions or changes in client circumstances, and the firm documents opportunities such as rebalancing and tax‑loss harvesting.

Distinctive operational details in the brochure include a recent material disclosure — an update to reported assets under management since the prior filing (noted as a change since the November 6, 2025 filing) — and explicit procedures for constructive custody when advisory fees are directly deducted, including concurrent invoicing to the custodian and client. The firm combines ERISA 3(21) plan work with individual wealth management and a digital advisory channel for smaller accounts, and reports no disciplinary or enforcement history in its disclosure.