Arrow Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$98,735,355
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
48% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
Very LowAverage account size
$4,701,684
About
Arrow provides discretionary portfolio management and ongoing investment oversight primarily for high‑net‑worth individuals and charitable organizations. The firm creates a written Investment Policy Statement for each client and advises across a broad set of public and private investment types, including mutual funds, equities, fixed income, ETFs, real estate funds, private placements and venture capital.
The firm’s investment process emphasizes modern portfolio theory and quantitative analysis and is implemented through a long‑term trading approach aligned to each client’s documented risk tolerance and goals. Accounts are managed on a discretionary basis with monthly reviews and regular reporting to clients by the firm’s reviewer.
What is distinctive is the firm’s scale relative to its advisory headcount: it manages over $200 million of client assets with a single primary advisor and a small client roster, resulting in materially higher AUM-per-advisor than most peers. The firm also discloses a legal background for its principal while explicitly stating it will not provide legal advice, and it uses fixed, complexity‑based fees rather than a standard percentage‑of‑assets pricing model.
Client services
Portfolio management
Expertise
Passive / index investing
Wealth management
Real estate investing
Private / alternative investments
Fee options
Minimum fee: Fixed fee based on complexity and scope of advice (no specific amounts stated)
Main office location
Arrow Wealth Advisory LLC
Charlottesville VA, United States
Number of offices
1
Most active in
Arrow Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · New Hampshire · New York · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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