$53.1M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2014
- Office Locations
- 1
Office Locations
-- Malaga WA
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.
Team overview
-- AVG AGE
$53.1M AVG AUM / ADVISOR
$583.7K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
C
CODY DWAIN GUNN
President, Principal
- CRD
- #5611255
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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