Arrow Wealth Advisory LLC

Overview

Arrow Wealth Advisory LLC is a small SEC‑registered RIA organized as an LLC and focused on portfolio management for individuals and small businesses. The firm serves both individual & family and institutional clients and operates under a fixed‑fee structure. Its investment activity is centered on external private fund allocations—chiefly private funds across venture capital, private placements and real estate—supported by mutual funds for liquid exposure. Arrow Wealth Advisory does not position itself as an active ESG investor, is not a multi‑state adviser, and is not a capital allocator; its model relies on selecting and monitoring third‑party managers rather than operating as an in‑house fund sponsor. Arrow Wealth Advisory’s business mix and client base suggest a high‑touch advisory approach: a small number of clients with above‑average account sizes, concentrated private fund exposure, and a predominance of discretionary mandates that allow the firm to actively manage asset mixes on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices