RIA IntelAdvisersGeorgiaARROWHEAD INVESTMENT ADVISORS, LLC

ARROWHEAD INVESTMENT ADVISORS, LLC

Advisory

GA

Data as of Apr 24, 2026 · Source: SEC Form ADV

Rank in GA
#592
of 607 advisers by AUM
Average account
$769K
across 65 accounts
AUM per adviser
$50M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM
$50M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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WEALTHWISE FINANCIAL SOLUTIONS, LLC
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UL WEALTH LLC
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$49M
E2E FINANCIAL, LLC
ATLANTA, GA
$51M
CAPITAL INVESTMENT PARTNERS LLC
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$49M
ALLEGIANCE WEALTH MANAGEMENT, INC.
$49M

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