Darrow Wealth Management

Darrow Wealth Management (CRD# 105679) is a financial advisory firm headquartered in Needham, MA. They manage $245,506,410 in 397 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
200 Reservoir Street, Suite 303, Needham, MA 02494
https://www.linkedin.com/company/darrow-wealth-management
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $618,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NJ, TX

Financial Advisors at Darrow Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kristin McKenna, financial advisor Needham MA
Kristin B. McKenna
CRD#: 6405372
200 Reservoir Street, Suite 303, Needham, MA 02494

Kristin McKenna (CRD# 6405372) is an Investment Advisor Representative working at Darrow Wealth Management in Needham, MA and has over 9 years of experience in the finance industry.

2
Michelle Wells, financial advisor Needham MA
Michelle E. Wells
CRD#: 4551613
200 Reservoir Street, Suite 303, Needham, MA 02494

Michelle Wells (CRD# 4551613) is an Investment Advisor Representative working at Darrow Wealth Management in Needham, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals