Data / Investment advisers / Virginia / Arrow Wealth Advisors
Arrow Wealth Advisors, Lynchburg, VA: $121 million AUM, SEC registered investment adviser
Arrow Wealth Advisors is an SEC registered investment adviser with its main office in Lynchburg, Virginia and reports $121 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 290853
- SEC file number
- 801-136801
- SEC status
- Approved, effective July 22, 2026
- Legal name
- Arrow Wealth Advisors, Inc.
- Main office
- 828 Main St FL 11, Ste 1101, Lynchburg, VA 24504
- Phone
- (210) 541-9967
- Regulatory AUM
- $121,234,291 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $121,234,291
- Accounts
- 516
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other Item 11 matters
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $68.2 million |
| Individuals (other than high net worth individuals) | 153 | $50.2 million |
| Charitable organizations | 1 | $2.9 million |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Highstone Group | Richmond | $263.9 million | Not listed | adviserinfo.sec.gov |
| Keystone Asset Management, Inc. | McLean | $261 million | Not listed | adviserinfo.sec.gov |
| Cobblestone Asset Management | Richmond | $258.9 million | Not listed | adviserinfo.sec.gov |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | Not listed | adviserinfo.sec.gov |
| Alpha Advisors, LLC | Richmond | $256.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Arrow Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.