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- Custodian
- Altruist · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2014
- Office Locations
- 2
Office Locations
About Arrowstone Wealth, LLC
Arrowstone Wealth is a fee-based, fiduciary RIA focused on helping individuals and families plan for early retirement. Led by CFA Cody Gunn, the firm uses its proprietary Arrowstone Retirement Framework to integrate portfolio construction, tax-aware withdrawal strategy, and coordination across healthcare, real estate, and estate planning. Public filings indicate ETF- and investment-grade bond-heavy SMAs, with custody including Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.4% is discretionary and 9.6% is non-discretionary.
The firm reports 2 advisory representatives and 91 clients, or 45.5 clients per representative. That equates to $583.7K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
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Owner & Executives
CODY DWAIN GUNN
President, Principal
- CRD
- #5611255
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Zachary M Cole
--
- CRD
- #7476071
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,998,841 | -- |
| Non-Discretionary | $5,120,148 | -- |
| Total | $53,118,989 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Arrowstone Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.