Arrowstone Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,158,819
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
41
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$1,003,874
About
Arrowstone Wealth, LLC is a small independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients, and it also serves pension and profit‑sharing plans and charitable organizations. In addition to ongoing portfolio management, the firm offers retirement planning, cash‑flow and debt management reviews, and insurance policy reviews without separate fees.
The firm documents client goals and constraints in an Investment Policy Statement and uses fundamental and qualitative analysis alongside asset‑allocation principles to build portfolios, generally with a long‑term orientation while allowing shorter‑term trades when market conditions warrant. Accounts are typically managed on a discretionary basis, monitored at least monthly, and custodied through a recommended third‑party custodian that the firm uses for trade execution and access to institutional share classes.
As a small independent adviser, Arrowstone maintains written compliance controls — including a Code of Ethics, personal‑trading reporting and holding‑period requirements, and procedures for aggregating block trades — to address conflicts of interest. It is noteworthy among peers for explicitly serving employer retirement plans and for taking on ERISA plan responsibilities when engaged, including accepting proxy‑voting duties for those plans while leaving proxy voting to clients in other account types.
Client services
Financial planning
Portfolio management
Fee options
$2,000 flat fee for pension plans under $500,000
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.85% $5,000,000+: 0.75%
Account minimum: $500,000
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.
Main office location
Arrowstone Wealth, LLC
Malaga WA, United States
Number of offices
1
Forms ADV
Quick links
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