Hedge Fund Database

DARROW WEALTH MANAGEMENT

THE DARROW COMPANY, INC. Legal Name

Adviser information for DARROW WEALTH MANAGEMENT last updated from Form ADV on March 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 397 $245.5M
Non-Discretionary 0 $0
Total 397 $245.5M

Clients

Type Number RAUM
Individuals 51 $27.8M
HNW Individuals 75 $217.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-34359
SEC ERA File Number 801-34359
SEC CIK Numbers 1908169
SEC CRD Numbers 105679
Legal Entity Identifier None

Principal Office

200 RESERVOIR STREET
SUITE 303
NEEDHAM
MA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 978-369-5144, Fax: None

Websites

www.linkedin.com/company/darrow-wealth-management www.facebook.com/darrowwealth/ twitter.com/darrowwealth www.darrowwealthmanagement.com

Chief Compliance Officer

KRISTIN MCKENNA
PRESIDENT
200 RESERVOIR STREET
SUITE 303
NEEDHAM
MA
United States
Tel: 978-369-5144
(Full email address available in API data)

Regulatory Contact

MICHELLE WELLS
CHIEF OPERATIONS OFFICER
200 RESERVOIR STREET
SUITE 303
NEEDHAM
MA
United States
Tel: 978-369-5144
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WELLS, MICHELLE, ELISE Individual – CHIEF OPERATIONS OFFICER 01/2009 < 5%
MCKENNA, KRISTIN, BOTTO Individual – PRESIDENT / CHIEF COMPLIANCE OFFICER 01/2023 > 75%

No. Employees, Historic

105020192020202120222023202420254 on 10/29/20194 on 3/14/20204 on 4/30/20204 on 6/24/20204 on 9/18/20204 on 3/15/20214 on 3/26/20214 on 6/8/20214 on 7/1/20216 on 3/24/20226 on 5/27/20226 on 6/22/20225 on 2/13/20235 on 2/22/20235 on 3/7/20235 on 3/7/20235 on 6/20/20235 on 10/9/20235 on 11/6/20235 on 3/17/2024

RAUM, Historic

300M150M02019202020212022202320242025165778471 on 10/29/2019187981900 on 3/14/2020187981900 on 4/30/2020187981900 on 6/24/2020187981900 on 9/18/2020200441931 on 3/15/2021200441931 on 3/26/2021200441931 on 6/8/2021200441931 on 7/1/2021241920094 on 3/24/2022241920094 on 5/27/2022241920094 on 6/22/2022203637475 on 2/13/2023203637475 on 2/22/2023203637475 on 3/7/2023203637475 on 3/7/2023203637475 on 6/20/2023203637475 on 10/9/2023203637475 on 11/6/2023245506410 on 3/17/2024

No. Clients, Historic

20010002019202020212022202320242025120 on 10/29/2019124 on 3/14/2020124 on 4/30/2020124 on 6/24/2020124 on 9/18/2020121 on 3/15/2021121 on 3/26/2021121 on 6/8/2021121 on 7/1/2021132 on 3/24/2022132 on 5/27/2022132 on 6/22/2022123 on 2/13/2023123 on 2/22/2023123 on 3/7/2023123 on 3/7/2023123 on 6/20/2023123 on 10/9/2023123 on 11/6/2023126 on 3/17/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 340K 2K –
ALPHABET INC CAP STK CL C 297K 2K –
AMAZON COM INC COM 349K 2K –
APPLE INC COM 596K 3K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 635K 21K –
EXXON MOBIL CORP COM 381K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 6M 38K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 386K 8K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 9M 92K –
INVESCO QQQ TR UNIT SER 1 18M 38K –
ISHARES INC CORE MSCI EMKT 2M 41K –
ISHARES TR IBOXX HI YD ETF 6M 80K –
ISHARES TR HDG MSCI EAFE 4M 116K –
ISHARES TR CORE S&P MCP ETF 211K 4K –
ISHARES TR ISHS 5-10YR INVT 5M 92K –
ISHARES TR MSCI USA MIN VOL 12M 148K –
ISHARES TR S&P MC 400GR ETF 2M 22K –
ISHARES TR GLOBAL 100 ETF 213K 2K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES U S ETF TR BLACKROCK SH DUR 606K 12K –
MICROSOFT CORP COM 937K 2K –
NETFLIX INC COM 411K 609 –
SCHWAB STRATEGIC TR US DIVIDEND EQ 830K 11K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 7M 147K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 5M 70K –
SCHWAB STRATEGIC TR INTL EQTY ETF 352K 9K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 3K –
SPDR SER TR PRTFLO S&P500 VL 455K 9K –
SPDR SER TR PORTFOLI S&P1500 553K 8K –
VANECK ETF TRUST FALLEN ANGEL HG 1M 39K –
VANECK ETF TRUST MRNGSTR WDE MOAT 15M 172K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 8M 111K –
VANGUARD BD INDEX FDS INTERMED TERM 13M 173K –
VANGUARD BD INDEX FDS SHORT TRM BOND 5M 66K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 3K –
VANGUARD INDEX FDS TOTAL STK MKT 351K 1K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 205K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 7K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 8M 65K –
VANGUARD WORLD FD MEGA CAP VAL ETF 230K 2K –
VANGUARD WORLD FD INF TECH ETF 2M 3K –
VANGUARD WORLD FD CONSUM DIS ETF 544K 2K –
VICTORY PORTFOLIOS II SHORT TRM BD ETF 2M 47K –
WISDOMTREE TR US QTLY DIV GRT 5M 65K –