Darrow Wealth Management

RIASEC RegisteredEst. 1989
Total AUM
$392M
Discretionary
$392M
100% of AUM
Avg account
$962K
Accounts
408
Employees
6
Advisory reps
4

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

FINTRX

Overview

Darrow Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered since 1989. The firm is owner-operated and describes itself as a capital allocator serving individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of third-party advisers. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Cash & Cash Equivalents 4%, Exchange Traded Equities 3%, US Government Bonds 3%, State & Local Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities3%
  • US Government Bonds3%
  • State & Local Bonds1%

Contacts

3 of 4
  • Kristin Mckenna

    Kristin Mckenna

    President & Wealth AdvisorCRD 6405372

  • John Levangie

    John Levangie

    Wealth AdvisorCRD 5987402

  • Michelle Wells

    Michelle Wells

    Portfolio Manager and Wealth AdvisorCRD 4551613

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$246M in ETFs

Passive

93%

$229M

Active

3%

$17M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$33.4M45,45813.60%
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Location

Primary office

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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