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ARRIEN INVESTMENTS, INC.

BOISE, ID · CRD 321819 · IAPD ↗ · arrieninvestments.com · (208) 338-1520

$226.6MRegulatory AUM
3Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — ARRIEN INVESTMENTS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — ARRIEN INVESTMENTS, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2025 — ARRIEN INVESTMENTS, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2025 — ARRIEN INVESTMENTS, INC. now reports custody of client assets ($7.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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