$186.6M Total AUM
$186.6M Disc. AUM
-- 3Y CAGR
4 Employees
80 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Atlas unisonDelta delta +more
- Established Date
- 08-24-2015
- Office Locations
- 1
Office Locations
7250 N. 16th ST Suite 104 Phoenix AZ
About Arcwood Financial, LLC
Arcwood (Phoenix, AZ) works with growing employers on benefits, retirement plan, and HR consulting. The team designs and services programs aimed at attracting and retaining employees while controlling benefit overhead, with an emphasis on using plan data to make informed decisions. Its “AAA” approach—Access, Align, Award—pairs analytics with HR support to align benefits to company culture.
Team overview
48 AVG AGE
$62.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Focus optima Vector wave Beacon
Client Personas
Unison Prime value
Custodian
Vital Foundation insight Atlas crest Optima eagle Vertex vector
Investment Themes
Quantum Radial timber Beacon Momentum value
Investment Vehicles
Peak
Platform
Signal glacier Insight frontier
Services
Momentum Unison Ridge element Peak Optima meridian Insight atlas Crest Ridge harbor Foundation Oak
Technology
Oak beacon Radial Vector Alpha optima
Owner & Executives
B
BRANDON THOMAS OLIVER
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4915901
- Ownership
- 50% but less than 75%
(768) 610-2127
matrix.catalyst@glaciercapital.com
in linkedin.com/in/quantum-legacy
PETER LAURENCE ROWE
--
- CRD
- #2612911
- Ownership
- 50% but less than 75%
(882) 744-1651
element.pioneer@capitalcapital.com
in linkedin.com/in/value-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
D
DAVID MATTHEW RILEY
--
- CRD
- #5541714
(846) 326-2109
oak.timber@optimacapital.com
in linkedin.com/in/fusion-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,572,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $186,572,808 | -- |
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Separately Managed Accounts
Total SMA Asset: $186,572,808
Public Funds:
53.6% Cash:
24.9% Equity - Exchange:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $871,130,589 | 53.6% |
| Cash | $404,685,666 | 24.9% |
| Equity - Exchange | $349,427,382 | 21.5% |
| Total | $1,625,243,637 | 100.0% |