Arcwood Financial, LLC

RIASEC & State Registered

Total AUM

$187M

Discretionary

$187M

100% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 189512
Registered since: August 5, 2026
Website: arcwood.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans93.1%
HNWI3.88%
Individuals3.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arcwood Financial, LLC is an independent, individual-owned registered investment adviser that serves both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Its fee arrangements include asset-based fees, fixed fees and other fee structures. Arcwood is registered with the SEC (registration year listed as 2026) and does not identify as an active ESG investor or a capital allocator.