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
Arrowhead Wealth Management Corp.
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts92ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Arrowhead Wealth Management Corp.
1
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 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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