{"url":"https://nivawealth.com/firms/arrow-wealth-advisors-290853","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290853","regulatoryAum":121234291,"crd":"290853","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7995558","suffix":null,"lastName":"Law","firstName":"Mitchell","middleName":"Harris"},{"crd":"5962042","suffix":null,"lastName":"SELTZER","firstName":"DANIEL","middleName":"LEE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136801","legalName":"Arrow Wealth Advisors, Inc.","displayName":"Arrow Wealth Advisors","slug":"arrow-wealth-advisors-290853","website":"https://arrowwealthadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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individuals","clients":44,"regulatoryAum":68221057},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":2855118}],"feePrograms":[{"role":"other","program":"ERISA Plan Services","summary":"Annual fees on Included Assets will not exceed 1% and are negotiable, charged as a percentage or flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056431","versionId":1056431,"submittedOn":"2026-08-28","documentName":"ADV PART 2A/2B SEC"},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning is offered at a flat fee between $1,250 and $8,000, or hourly at $225 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056431","versionId":1056431,"submittedOn":"2026-08-28","documentName":"ADV PART 2A/2B SEC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:56:03.881299+00:00","documents":[{"name":"ADV PART 2A/2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056431","versionId":1056431,"submittedOn":"2026-08-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":115811102}],"custodyNote":"Arrow Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Seltzer","title":"President/CCO","crd":"5962042"}],"ownership":[{"label":"Daniel Seltzer","detail":"President/cco in the 75% or more ownership band and a control person, since April 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"400 N Loop 1604 E","city":"San Antonio"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"828 Main St, FL 11, Ste 1101","city":"Lynchburg","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"210-541-9967","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":96},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"28 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290853/PDF/290853.pdf","brochureDate":"28 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056431","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Arrow Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arrow Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Arrow Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arrow Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arrow Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arrow Wealth Advisors?","answer":"Arrow Wealth Advisors’ direct owner is Daniel Seltzer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arrow Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Arrow Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}