Arrowhead Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,309,538
Total clients
73
0% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
73
Average account size
$620,679
About
Arrowhead Asset Management is a fee-only money manager that provides portfolio management and financial planning for individuals, families, small business owners, and an institutional retirement plan serving higher-education professionals. The firm accepts non–high-net-worth individual clients and offers portfolio management services to individual accounts, which is uncommon among firms in this category.
The firm primarily manages client accounts on a discretionary basis and tailors allocations to clients’ goals and risk tolerance, using technical analysis complemented by fundamental analysis and daily monitoring. Strategies vary by objective from passive, fixed-income and index-oriented approaches for capital preservation to active equity, ETF, mutual fund and occasional options strategies for growth, and the adviser allows client-imposed investment restrictions and applies concentration limits.
Distinctive features include charging advisory fees as a percentage of assets under management (rather than atypical fee models used by many peers) while not acting as a private‑fund adviser, even though private placements may be recommended only rarely. The firm also emphasizes socially conscious investment screens in its selection process, routinely recommends a single custodial platform for execution and custody, and operates as a long-established sole proprietorship.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Passive / index investing
Options & derivatives strategies
Annuities
Occupation focus
Educators, Teachers, and Academics
Founder/Business Owner
Fee options
0.6% per annum
Account minimum: $50,000 for individuals/couples; $100,000 for small businesses/non-profits Fee-only: Fee-only money management service
Main office location
Arrowhead Asset Management
45 La Buena Vista Drive Shop
Wimberley TX 78676, United States
Number of offices
1
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 not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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