# Arrow Wealth

> Arrow Wealth (iPhone/iPad app by Arrow Wealth Advisory LLC.)

- Source: https://appshunter.io/ios/app/arrow-wealth/id1447673731 (this page in markdown: same URL + `.md`)
- Developer: [Arrow Wealth Advisory LLC](https://appshunter.io/developer/1447673730)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2019-01-09
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/arrow-wealth/id1447673731/reviews.md

## What is Arrow Wealth?

Designed exclusively for clients of Arrow Wealth Advisory, this app lets you track portfolio holdings, performance and transactions data anytime, anywhere. Interact with your financial advisor and see your complete financial picture through an intuitive dashboard, document vault, and interactive reports -- all in a secure and easy to use app.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-04

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-27

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

## Apps similar to Arrow Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Elevation Wealth Partners](https://appshunter.io/ios/app/elevation-wealth-partners/id1533885076) | — | Free | Finance |
| [Arrow Wealth Advisors](https://appshunter.io/ios/app/arrow-wealth-advisors/id6749161879) | — | Free | Finance |
| [High Knoll](https://appshunter.io/ios/app/high-knoll/id6741034928) | — | Free | Finance |
| [Perennial Advisors](https://appshunter.io/ios/app/perennial-advisors/id1541371351) | — | Free | Finance |
| [Gutierrez Wealth Advisory](https://appshunter.io/ios/app/gutierrez-wealth-advisory/id6448666922) | — | Free | Finance |
| [Abundo Wealth](https://appshunter.io/ios/app/abundo-wealth/id6477407136) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-18.*