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DARROW WEALTH MANAGEMENT

NEEDHAM, MA · CRD 105679 · IAPD ↗ · 978-369-5144

$392.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — DARROW WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2025 — DARROW WEALTH MANAGEMENT reported RAUM up 26% ($245.5M -> $308.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.