CRD: 171169
Arrowhead Wealth Management Corp.
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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 05-21-2014
- Office Locations
- 1
Office Locations
About Arrowhead Wealth Management Corp.
Arrowhead Wealth Management Corp. is a Modesto, CA RIA that provides holistic financial planning and investment management, building long-term, goals-based strategies around each client’s risk tolerance and retirement needs. Portfolios lean on ETFs alongside U.S. government and corporate bond exposures. The firm works with custodians including AssetMark and Charles Schwab and uses eMoney for planning.
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Owner & Executives
CHRISTOPHER SCOTT DENNIS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2177796
- Ownership
- 50% but less than 75%
DAVID WEI KEUNG WONG
Advisor, Chief Operating Officer
- CRD
- #2350036
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,815,536 | -- |
| Total | $30,815,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,815,536
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $633,620,163 | 10.3% |
| Cash | $1,088,842,416 | 17.7% |
| Equity - Exchange | $941,202,766 | 15.3% |
| U.S. Government/Agency | $2,602,148,823 | 42.3% |
| Corporate - Non-Investment Grade | $885,837,897 | 14.4% |
| Total | $6,151,652,065 | 100.0% |