Arrowstone Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,998,841
Clients
45
56% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,066,641
About
Arrowstone Wealth is a single-advisor independent registered investment adviser managing roughly $53 million for about 45 clients, providing discretionary portfolio management, standalone financial planning, and retirement plan services. Its client base includes individuals, high‑net‑worth clients, charitable organizations, and pension or profit‑sharing plans.
The firm documents client goals and constraints in a written investment policy statement and uses fundamental and qualitative analysis alongside strategic asset allocation to build primarily long‑term portfolios, monitoring accounts at least monthly and trading with discretionary authority. Financial planning is integrated into client relationships and is also available as a separate engagement with written deliverables and software-generated reports.
Notable distinctions include the firm’s provision of employer retirement plan services and ERISA fiduciary support — including assuming proxy‑voting responsibility when specified by the plan — a service set that is uncommon among solo independent advisers. The brochure discloses a prior regulatory consent order involving filing and custody notifications, and the firm notes it may partially waive or refund standalone planning fees for clients who transition into its portfolio management services.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement withdrawal strategies
Cash flow / budgeting
Fee options
Flat fee of $2,000 annually for Employee Benefit Retirement Plans with less than $500,000 in assets
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Maximum hourly rate $300 for standalone financial planning services
Account minimum: $1,000,000 Fee-only: Standalone financial planning services fees typically range from $5,000 to $7,000, charged as a fixed total engagement fee calculated based on complexity and time. Hourly rate up to $300 for financial planning.
Main office location
Arrowstone Wealth, LLC
Malaga WA, United States
Number of offices
1
Most active in
Arrowstone Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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