$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
0 yrs Firm Age
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- Custodian
- Ameritas ยท Assetmark
- Clients
- Retail and Institutional
- Platforms
- North emberVector +more
- Established Date
- 12-15-2025
- Office Locations
- 1
Office Locations
-- Ontario CA
About Darrow Wealth Group
Darrow Wealth Group is a Ontario-based RIA. The firm has been operating for 0 years. Managing $21.5M in total assets under management, with 2 advisory representatives. They custody assets with Ameritas and Assetmark. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$129.5K AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Asset Classes
Harbor Vertex zenith
Client Personas
Timber optima Delta Ridge fusion
Custodian
Vector Optima zenith Catalyst Element element Summit Bridge Capital insight Quantum optima
Investment Themes
Bridge bridge Alpha Capital Bridge pathway
Platform
Beacon Oak
Services
Delta Zenith Glacier eagle Beacon bridge Vertex Alpha Summit Oak Vital Harbor focus Peak
Technology
Focus Timber unison Meridian fusion
Owner & Executives
C
Cody Darrow
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7502188
- Ownership
- 75% or more
(658) 546-9984
catalyst.prime@northcapital.com
in linkedin.com/in/horizon-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
R
Ryne Umemoto
--
- CRD
- #8149891
(407) 789-8076
delta.fusion@momentumcapital.com
in linkedin.com/in/fusion-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,500,000
Public Funds:
10.8% U.S. Government/Agency:
37.8% Corporate - Investment Grade:
21.0% Cash:
9.5% Municipal Bonds:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $965,873,918 | 10.8% |
| U.S. Government/Agency | $3,380,558,714 | 37.8% |
| Corporate - Investment Grade | $1,878,088,174 | 21.0% |
| Cash | $849,611,317 | 9.5% |
| Municipal Bonds | $1,869,144,898 | 20.9% |
| Total | $8,943,277,021 | 100.0% |