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ARROW WEALTH ADVISORS

LYNCHBURG, VA · CRD 290853 · IAPD ↗ · 210-541-9967

$121.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — ARROW WEALTH ADVISORS moved its main office from AUBURN, CA to LYNCHBURG, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
September 2026 — ARROW WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2026 — ARROW WEALTH ADVISORS (AUBURN, CA) is newly SEC-registered with $121.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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