AdvizorPro

Arrowhead Asset Management

Arrowhead Asset Management. CRD 117075

Arrowhead Asset Management logo

CRD: 117075

Arrowhead Asset Management

Wimberley, TX, 78676
5127517363
$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
0 Employees
73 ADV. Clients
31 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS ยท Nationwide
Clients
Retail
Platforms
Matrix catalyst
Established Date
01-12-1995
Office Locations
1

Office Locations

45 LA Buena Vista Drive # Shop Wimberley TX

About Arrowhead Asset Management

Arrowhead Asset Management is a fee-only money manager in Wimberley, Texas, building risk-managed retirement plans and investment accounts for individuals, families, and small business owners, plus institutional plans for higher education professionals in central Texas. Portfolios emphasize ETFs and other securities selected with fundamental and quantitative analysis and an environmentally focused, fossil-fuel-avoidant lens. New clients are generally referral-only with a $250k tax-deferred IRA minimum.

Team overview

67 AVG AGE
-- AVG AUM / ADVISOR
$620.7K AVG AUM / CLIENT
9.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
31yrs Firm Age

Insights

Upgrade to reveal position-level detail across eagle element.
Open the full profile to inspect shifts in pioneer catalyst.
Full visibility includes strategy notes for prime glacier.
Request access to benchmark trends tied to foundation.
Unlock to compare peer behavior around vertex optima.
Premium access reveals conviction themes in radial insight.
Unlock to compare peer behavior around signal frontier.
Unlock to see real insight on matrix summit pioneer.

Asset Classes

Signal Insight signal

Client Personas

Insight optima

Custodian

Prime oak Value Quantum Fusion Element signal Pathway radial

Fund Managers

Foundation

Investment Themes

Vital bridge Fusion Harbor Capital insight Meridian

Investment Vehicles

Horizon wave Ridge vital

Services

Quantum radial Ember vector Radial Horizon Momentum pioneer Insight Delta

Technology

Prime

Owner & Executives

RALPH ARTHUR BOSCHERT

RALPH ARTHUR BOSCHERT

Owner

CRD
#1448733
Ownership
75% or more
(218) 344-4893
atlas.signal@fusioncapital.com
in linkedin.com/in/radial-beacon

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $45,309,538 --
Non-Discretionary $0 --
Total $45,309,538 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $45,309,538

$45.3M Total SMA
Equity - Exchange:
30.7%
Cash:
25.4%
Other:
43.9%
Asset class Assets Assets %
Equity - Exchange $1,587,177,273 30.7%
Cash $1,313,169,470 25.4%
Other $2,269,611,801 43.9%
Total $5,169,958,544 100.0%

Start a free trial and
prospect smarter