RIA IntelAdvisersCaliforniaDARROW WEALTH GROUP LLC

DARROW WEALTH GROUP LLC

Advisory

CA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,227
of 5,480 advisers by AUM
Average account
$101K
across 212 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
166
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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients166
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, HI, NV, 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.

HOLDEN WEALTH MANAGEMENT LLC
$22M
JP RICHARDSON FINANCIAL SERVICES, INC.
$22M
AL LOCY FINANCIAL SERVICES LLC
LODI, CA
$21M
BANKERS INVESTMENT COUNSELING COMPANY
VENTURA, CA
$22M
CORRIGIT CAPITAL GROUP
PASADENA, CA
$21M
ANDRESEN PETER GARTH
SALINAS, CA
$22M
-18.0% 1Y

Get the full picture on DARROW WEALTH GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DARROW WEALTH GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans