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Arrow Wealth Advisors, Inc.

EST. AUM
$121,234,291

CONTACTS

CLIENT ACCOUNTS
516

Firm Details

Metro area San Antonio
CRD Number 290853
Website arrowwealthadvisors.com
Client types

Overview

Arrow Wealth Advisors, Inc. is an independent SEC-registered investment advisory firm headquartered in San Antonio, Texas, with an additional office location in Auburn, California. Led by President and Lead Wealth Advisor Daniel Lee Seltzer, CFP®, the firm provides comprehensive financial planning, portfolio management, tax-aware asset allocation, and retirement cash-flow design to high-net-worth individuals, families, small business owners, and non-profit organizations. Operating under a fiduciary mandate, Arrow Wealth Advisors coordinates directly with outside CPAs, estate attorneys, and third-party administrators (TPAs) to deliver fully integrated, personalized wealth strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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