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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2017
- Office Locations
- 1
Office Locations
About Arrow Wealth Advisors
Arrow Wealth Advisors is an RIA providing personalized financial planning and investment management for retail and institutional clients, including entrepreneurs. Services span tax and estate planning, retirement planning, insurance, and business-succession guidance. Portfolios emphasize asset allocation and risk management, primarily using mutual funds/public funds with limited ETF exposure. President/CCO Daniel Lee Seltzer leads the practice; client assets are primarily Schwab-custodied.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
DANIEL LEE SELTZER
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5962042
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mitchell Harris Law
Associate Advisor
- CRD
- #7995558
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,234,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $121,234,291 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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