DARROW WEALTH MANAGEMENT
Firm details
- Headquarters
- NEEDHAM, Massachusetts
- CRD number
- 105679
- Registered since
- July 6, 1989
- Website
- darrowwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.24%
- Individuals5.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Darrow Wealth Management is an independent registered investment adviser that advises individuals and families with a mix of financial planning, discretionary portfolio management and selection-of-adviser services. The firm bills clients via a percentage of assets under management and fixed fees, and operates as a capital allocator—constructing portfolios that blend public funds with allocations to third‑party alternative managers. Investment implementation tilts toward pooled public vehicles: mutual funds and ETFs form the backbone of client portfolios, while private-market and alternative exposures are accessed through external managers and funds. The firm’s 13F footprint shows a heavy ETF emphasis, led by a large position in the Invesco QQQ Trust, signaling substantive growth/tech and broad-market ETF exposure in its public sleeve. Darrow Wealth Management also offers pension consulting and works with small-business owners, indicating experience building customized solutions across household and plan-level relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 3KRISTIN MCKENNA
President & Wealth AdvisorCRD 6405372
MICHELLE WELLS
Portfolio Manager and Wealth AdvisorCRD 4551613
MATTHEW MCCREARY
Wealth AdvisorCRD 6534319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$223M in ETFs
93%
$207M
4%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $26.9M | 46,717 | 12.05% |
Location
NEEDHAM, MA
NORFOLK
Location
NEEDHAM, MA
Headquartered in NEEDHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 200 Reservoir St
- Time zone
- ET (UTC-5)
- Office locations
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