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ARROYO INVESTMENT GROUP, LLC

PASADENA, CA · CRD 130243 · IAPD ↗ · arroyoinvestmentgroup.com · 626-844-1441

$319.5MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — ARROYO INVESTMENT GROUP, LLC notice-filed in ID, LA, NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — ARROYO INVESTMENT GROUP, LLC reported RAUM up 27% ($250.7M -> $319.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
May 2024 — ARROYO INVESTMENT GROUP, LLC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — ARROYO INVESTMENT GROUP, LLC changed its website from yelp.com to arroyoinvestmentgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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