Arrowhead Wealth Management Corp.

Arrowhead Wealth Management Corp. (CRD# 171169) is a financial advisory firm headquartered in Modesto, CA. They manage $26,388,921 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $286,836
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Arrowhead Wealth Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher S. Dennis
CRD#: 2177796
909 15th St, #4, Modesto, CA 95354

Christopher Dennis (CRD# 2177796) is an Investment Advisor Representative working at Arrowhead Wealth Management Corp. in Modesto, CA and has over 31 years of experience in the finance industry.

2
David W. Wong
CRD#: 2350036
909 15th Street, #4, Modesto, CA 95354

David Wong (CRD# 2350036) is an Investment Advisor Representative working at Arrowhead Wealth Management Corp. in Modesto, CA and has over 30 years of experience in the finance industry.

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