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Arrow Wealth Advisors

Headquartered in GRASS VALLEY, CA

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Firm Information

Arrow Wealth Advisors is a registered investment advisor located in New York, New York. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have approximately $75,132,023 in assets under management.

Arrow Wealth Advisors

$75.13M

Assets Under Management

18

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ARROW WEALTH ADVISORS has a total of 2 branch locations across the country.
location

SAN ANTONIO, TX

location

GRASS VALLEY, CA

Advisors at Arrow Wealth Advisors

View All 3 Advisors
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Mitchell Harris Law

RA

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Thomas Lee Seltzer

RA

GRASS VALLEY, CA

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Daniel Lee Seltzer

CFP®, RA

GRASS VALLEY, CA

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Disclosures

There are no public disclosures for Arrow Wealth Advisors.

Frequently Asked Questions (9)

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