RIA Intel›Advisers›Washington›ARROWSTONE WEALTH, LLC

ARROWSTONE WEALTH, LLC

Advisory

WA

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in WA

#489

of 505 advisers by AUM

Average account

$511K

across 104 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$48M

Non-Discretionary AUM$5M

Discretionary %90.4%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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