CRD: 167964
Arrowhead Investment Advisors, LLC
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor harborTimber foundation +more
- Established Date
- 06-11-2013
- Office Locations
- 1
Office Locations
-- Milton GA
About Arrowhead Investment Advisors, LLC
Arrowhead Wealth Advisors (Arrowhead Investment Advisors, LLC) provides holistic financial planning and portfolio management, building tailored long-term strategies based on client goals and risk tolerance, with a focus on retirement and broader personal finance needs. Investment implementation appears ETF-centric, and the firm reports custody with Charles Schwab—useful context for platform and product fit.
Team overview
44 AVG AGE
$50.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Atlas Value vector Matrix
Custodian
Vital quantum Pathway Quantum value Atlas fusion Alpha Summit matrix Ridge north
Investment Themes
Ridge Value quantum
Platform
North
Services
Summit quantum Capital Bridge element Pathway Prime pioneer Frontier Prime Horizon Foundation wave
Technology
Catalyst horizon Radial Prime delta
Owner & Executives
A
ASHLEY ANNE ROTH
Chief Compliance Officer, Managing Member
- CRD
- #6003968
- Ownership
- 75% or more
(464) 919-9044
fusion.beacon@unisoncapital.com
in linkedin.com/in/summit-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,016,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,016,032 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,016,032
Equity - Exchange:
16.2% Corporate - Investment Grade:
32.0% Cash:
51.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $292,231,537 | 16.2% |
| Corporate - Investment Grade | $577,247,480 | 32.0% |
| Cash | $934,419,358 | 51.8% |
| Total | $1,803,898,375 | 100.0% |