Arrow Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Arrow Wealth Advisors reports 198 clients. They include 153 individual clients, 44 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($121M across 516 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 41% |
| High-net-worth individuals | 22% | 56% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 153 | $50.2M | 41.4% | $328K |
| High-net-worth individuals | 44 | $68.2M | 56.3% | $1.55M |
| Charitable organizations | Fewer than 5 | $2.86M | 2.4% | $2.86M |
| Total | 198 | $121M | 100% | — |
- Clients
- 153
- Regulatory AUM
- $50.2M
- AUM share
- 41.4%
- Avg. per client
- $328K
- Clients
- 44
- Regulatory AUM
- $68.2M
- AUM share
- 56.3%
- Avg. per client
- $1.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.86M
- AUM share
- 2.4%
- Avg. per client
- $2.86M
Total
- Clients
- 198
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Arrow Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- Annual fees on Included Assets will not exceed 1% and are negotiable, charged as a percentage or flat fee.
- Financial Planning and Consulting
- Financial planning is offered at a flat fee between $1,250 and $8,000, or hourly at $225 per hour.
Daniel Seltzer owns 75% or more of Arrow Wealth Advisors. The leadership team of Arrow Wealth Advisors includes President Daniel Seltzer. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Arrow Wealth Advisors, Inc.
Daniel Seltzer
Control person · since April 2014
Besides its headquarters, Arrow Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Texas · 1 listed address
- 400 N Loop 1604 E, San Antonio
Virginia · 1 listed address
- 828 Main St, FL 11, Ste 1101, LynchburgHQ
Contact and registration details
- Legal name
- Arrow Wealth Advisors, Inc.
- Headquarters
- 828 Main St, FL 11, Ste 1101, Lynchburg, VA 24504
- Website
- arrowwealthadvisors.com
- Phone
- 210-541-9967
- @arrow-wealth-advisors
- SEC file
- 801-136801
- Structure
- Texas corporation
- Fiscal year end
- December
Arrow Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($116M). Arrow Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $116M100%
At year end, Arrow Wealth Advisors’ separately managed accounts were mostly in funds (96%).
What the accounts hold
- Funds96%
- Cash4%
How many clients does Arrow Wealth Advisors have?
Arrow Wealth Advisors has 198 clients and manages $121 million for them, as of August 2026. They include 153 individual clients, 44 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Arrow Wealth Advisors offer?
Arrow Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Arrow Wealth Advisors use?
Arrow Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $116M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Arrow Wealth Advisors have?
Arrow Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arrow Wealth Advisors invest in?
At the end of its last fiscal year, Arrow Wealth Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arrow Wealth Advisors?
Arrow Wealth Advisors’ direct owner is Daniel Seltzer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Arrow Wealth Advisors get paid?
Arrow Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arrow Wealth Advisors?
Arrow Wealth Advisors’ main office is at 828 Main St, FL 11, Ste 1101, Lynchburg, VA 24504. Its phone number is 210-541-9967. Its website is arrowwealthadvisors.com.
