ARROWHEAD WEALTH MANAGEMENT CORP.

Overview

Arrowhead Wealth Management Corp. is a small, privately owned wealth advisory firm focused on individual and family clients. The firm acts as a capital allocator, providing portfolio management for individuals, small businesses and institutional clients, and also performs selection of other advisers. Its business model combines percentage-of-AUM fees with fixed and other fee arrangements. Arrowhead operates primarily on a non‑discretionary basis, meaning clients retain trading authority while the firm provides advice, model design and manager selection. Investment activity emphasizes pooled public funds and mutual funds as the central building blocks of client portfolios. The firm supplements those core holdings with third‑party alternative managers across hedge funds, real estate, commodities and oil & gas, and uses corporate debt holdings when appropriate for income or liability-matching strategies. Arrowhead does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices