Arcwood Financial, LLC: new SEC registration, $187M AUM, Phoenix, AZ
Arcwood Financial, LLC (Phoenix, Arizona): new SEC registration, $187M AUM, Phoenix, AZ. Its amount of 187 is above the median of 134 (65th percentile). Dated 91 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 187 · 65th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Arcwood Financial, LLC |
| Legal name | Arcwood Financial, LLC |
| CRD | 189512 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-09-16 |
| Location | Phoenix, AZ, United States |
| Regulatory AUM | $186,572,808 |
| Accounts | 33 |
| Employees | 4 |
| Website | https://arcwood.com |
| amount percentile | 65th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Arcwood Financial, LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Arcwood Financial, LLC's amount: 65th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $187M under management.
- Website on file.
What is the NewRiaPulse record for Arcwood Financial, LLC in Phoenix, Arizona?
Arcwood Financial, LLC received SEC registration as an investment adviser (2026-08-05) with $186,572,808 in regulatory assets under management, based in Phoenix, AZ.
How does Arcwood Financial, LLC compare to other Arizona NewRiaPulse records?
Its amount of 187 sits in the upper half (65th percentile) of 1,149 records; the median is 134. It is 91 days old; check the official source for later updates before acting.
Arcwood Financial, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Arcwood Financial, LLC | Phoenix, AZ | 187 | 65th | 2026-08-05 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.