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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierAlpha
- Established Date
- 07-06-1989
- Office Locations
- 4
Office Locations
About Darrow Wealth Management
Darrow Wealth Management is an independent, fee-only, SEC-registered RIA providing ongoing investment management and financial planning, with deep expertise guiding clients through sudden liquidity events—stock options after IPOs/acquisitions, business sales, inheritances, and trust distributions. Boston/Needham-based with clients nationwide, the second-generation firm (founded 1987) is fiduciary-led and staffed with CFP, CFA, and CPA professionals.
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Owner & Executives
KRISTIN BOTTO MCKENNA
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #6405372
- Ownership
- 75% or more
MICHELLE ELISE WELLS
Chief Operations Officer, Wealth Advisor
- CRD
- #4551613
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN EDWARD LEVANGIE
--
- CRD
- #5987402
MATTHEW ROBERT MCCREARY
Wealth Advisor
- CRD
- #6534319
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,420,964 | $961,816 |
| Non-Discretionary | $0 | -- |
| Total | $392,420,964 | $961,816 |
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Separately Managed Accounts
Total SMA Asset: $392,420,964
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,486,479,719 | 18.1% |
| Cash | $1,166,188,509 | 14.2% |
| Equity - Exchange | $2,882,620,891 | 35.1% |
| U.S. Government/Agency | $1,732,857,573 | 21.1% |
| Municipal Bonds | $944,448,439 | 11.5% |
| Total | $8,212,595,131 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE EAGLE | VITAL MATRIX | DLHT182PU | KWCJW | 5.71% | $96,250,880 |
| OPTIMA VITAL | QUANTUM ALPHA | FL2WCS0W6 | VHSZ | 7.93% | $48,827,190 |
| BEACON FOUNDATION | RIDGE VITAL | S1W1O0XX0 | GFACM | 2.73% | $102,543,183 |
| SIGNAL VALUE | ATLAS CREST | UEZE3YEXV | XQSJ | 1.39% | $109,383,172 |
| RADIAL EMBER NORTH | QUANTUM PEAK | CKF6G6EHZ | OGYW | 10.27% | $37,582,030 |
| FOUNDATION PATHWAY CATALYST | PATHWAY FOUNDATION | KEPON35NU | OYEM | 1.87% | $43,888,597 |
| WAVE EMBER | TIMBER FOCUS | I6D2AUGFD | TDY | 2.55% | $50,317,937 |
| SIGNAL UNISON | RADIAL ATLAS | 1GF0XQYGY | KQMYY | 8.38% | $42,304,177 |