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ARROWHEAD WEALTH MANAGEMENT CORP.

Advisory

MODESTO, CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,918
of 5,480 advisers by AUM
Average account
$177K
across 174 accounts
AUM per adviser
$15M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$31M
Discretionary %
0%
Clients
149
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$0
Non-Discretionary AUM$31M
Discretionary %0%
Total Clients149
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

ESSEX NATIONAL SECURITIES, INC.
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GRINSELL, GARY ANDREW
$31M
AMERICA FIRST CAPITAL MANAGEMENT, LLC
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$31M
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GLOBAL CROWN CAPITAL, LLC
SAN FRANCISCO, CA
$31M
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AARON FLECK & ASSOCIATES LLC
LOS ANGELES, CA
$31M
-53.5% 1Y
ROULAC GLOBAL FUNDS LLC
SAN RAFAEL, CA
$31M

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