FLETCHING ARROWS WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- LOVELAND, Colorado
- CRD number
- 289254
- Website
- www.fletchingarrows.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals65.28%
- HNWI34.72%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fletching Arrows Wealth Management LLC is an independent, single-owner registered investment adviser organized as an LLC that focuses on individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee mix includes percentage-of-AUM billing alongside hourly fees and commission-based arrangements. The firm is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not serve as a pension consultant or related adviser. It also lists an affiliation with an insurance company, which suggests some integration of insurance products into its client solutions.
Assets & Accounts
Investments & Alternatives
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 Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Contacts
1 of 1ANDREW LOGUE
Investment Advisor RepresentativeCRD 6406025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOVELAND, CO
LARIMER
Location
LOVELAND, CO
Headquartered in LOVELAND, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 1635 Foxtrail Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
RPC WEALTH, LLC
RIALOVELAND, CO
PERSPECTIVE WEALTH ADVISORS
RIALOVELAND, CO
VITAL INVESTMENT MANAGEMENT LLC
RIALOVELAND, CO
KEYSTONE FINANCIAL SERVICES
RIALOVELAND, CO
JOURNEY INVESTMENTS, LLC
RIALOVELAND, CO
PRIVATE CLIENT WEALTH ADVISORS, LLC
RIADENVER, CO