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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DARROW WEALTH MANAGEMENT

THE DARROW COMPANY, INC., CRD 105679

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a820cac2-3875-2417-841c-ea14362ebc6d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Mar 28, 2012 to Jul 9, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $392MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $392M
Private client RAUM: $392MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $98.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 408
Individual clients: 39
High net worth clients: 83
Custody, client assets: $152M
SEC number: 801-34359
CRD: 105679
Filings on the tape: 39
First filed: Mar 28, 2012
Latest filed: Jul 9, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHELLE ELISE WELLS	Chartered Financial Analyst	NEEDHAM, MA	27	29	n/a	no
KRISTIN BOTTO MCKENNA	Certified Financial Planner	NEEDHAM, MA \| BOSTON, MA	11	11	n/a	no
MATTHEW ROBERT MCCREARY	Certified Financial Planner	Austin, TX \| NEEDHAM, MA	4	11	1	no
JOHN EDWARD LEVANGIE	n/a	NEEDHAM, MA \| Braintree, MA	0	15	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
DWM STRATEGIC EQUITY INCOME FUND, LLC	Other Private Fund	$46.9M	Mar 25, 2019	33	Mar 28, 2012	dropped	021-127270

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCKENNA, KRISTIN, BOTTO	PRESIDENT / CHIEF COMPLIANCE OFFICER	E	yes	01/2023	Mar 14, 2020	Mar 17, 2024
WELLS, MICHELLE, ELISE	CHIEF OPERATIONS OFFICER	Na	no	01/2009	Mar 28, 2012	Mar 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$392M	$392M	5	3	4	n/a	n/a
2024	Feb 21, 2025	$308M	$308M	6	3	4	n/a	n/a
2023	Mar 17, 2024	$246M	$246M	5	3	4	n/a	n/a
2022	Feb 13, 2023	$204M	$204M	5	3	4	n/a	n/a
2021	Mar 24, 2022	$242M	$242M	6	4	6	n/a	n/a
2020	Mar 15, 2021	$200M	$200M	4	4	6	n/a	n/a
2019	Mar 14, 2020	$188M	$188M	4	4	1	n/a	n/a
2018	Mar 25, 2019	$166M	$166M	4	4	2	1	$46.9M
2017	Mar 19, 2018	$168M	$168M	4	4	2	1	$54.5M
2016	Mar 17, 2017	$148M	$148M	4	4	n/a	1	$49.8M
2015	Mar 29, 2016	$145M	$145M	4	4	n/a	1	$50.5M
2014	Mar 11, 2015	$154M	$154M	4	4	n/a	1	$55.5M
2013	Mar 11, 2014	$151M	$151M	5	3	n/a	1	$55.8M
2012	Mar 27, 2013	$124M	$124M	5	3	n/a	1	$48.6M
2011	Mar 28, 2012	$124M	$124M	n/a	n/a	n/a	1	$45.1M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$392M	$308M	27.4%	$204M	24.4%	6	6	5	4

Relationships

Registered with (6)

← JOHN EDWARD LEVANGIEAdvisorregistration: previous registration
Jun 8, 2021 to May 27, 2022factForm ADV
← MATTHEW ROBERT MCCREARYAdvisorregistration: current employment
Jun 6, 2022 to presentfactForm ADV
← KRISTIN BOTTO MCKENNAAdvisorregistration: current employment
Oct 29, 2014 to presentfactForm ADV
← MICHELLE ELISE WELLSAdvisorregistration: current employment
Apr 21, 1999 to presentfactForm ADV
← Tatyana KarayevaAdvisorregistration: previous registration
Jan 26, 2021 to May 27, 2021factForm ADV
← JAROD JONATHAN BLOOMAdvisorregistration: previous registration
Oct 28, 1999 to Oct 17, 2005factForm ADV

Owns (1)

← WELLS, MICHELLE, ELISEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 28, 2012 to Mar 17, 2024factForm ADV

Controls (1)

← MCKENNA, KRISTIN, BOTTOOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 14, 2020 to Mar 17, 2024factForm ADV

Advises (1)

→ DWM STRATEGIC EQUITY INCOME FUND, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2012 to Mar 25, 2019factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 13, 2023
Control person left
James Thomas Mcfarland (President / Cco / Ceo / Cio) no longer on Schedule A of Darrow Wealth Management (listed 2022-06-22, absent 2023-02-13)
Form ADVobserved 4 days ago
Occurred
May 27, 2022
Advisor changed firm
John Edward Levangie left Darrow Wealth Management for Wedmont Private Capital (registered 2022-06-06)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2020
Control person joined
Botto Kristin Mckenna (Vice President / Managing Director) appeared on Schedule A of Darrow Wealth Management
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 15, 2021
Darrow Wealth Management reported 6 offices beyond its principal office, up from 1 (2020-09-18 to 2021-03-15)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a820cac2-3875-2417-841c-ea14362ebc6d
First observed: Mar 28, 2012
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DARROW WEALTH MANAGEMENT

THE DARROW COMPANY, INC., CRD 105679

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a820cac2-3875-2417-841c-ea14362ebc6d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHELLE ELISE WELLS

Chartered Financial Analyst

NEEDHAM, MA

n/a

KRISTIN BOTTO MCKENNA

Certified Financial Planner

NEEDHAM, MA | BOSTON, MA

n/a

MATTHEW ROBERT MCCREARY

Certified Financial Planner

Austin, TX | NEEDHAM, MA

JOHN EDWARD LEVANGIE

n/a

NEEDHAM, MA | Braintree, MA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DWM STRATEGIC EQUITY INCOME FUND, LLC

Other Private Fund

$46.9M

Mar 25, 2019

Mar 28, 2012

dropped

021-127270

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCKENNA, KRISTIN, BOTTO

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

01/2023

Mar 14, 2020

Mar 17, 2024

WELLS, MICHELLE, ELISE

CHIEF OPERATIONS OFFICER

01/2009

Mar 28, 2012

Mar 17, 2024

City

State

Country

Employees

Also broker-dealer

Boston

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$392M

n/a

2024

Feb 21, 2025

$308M

n/a

2023

Mar 17, 2024

$246M

n/a

2022

Feb 13, 2023

$204M

n/a

2021

Mar 24, 2022

$242M

n/a

2020

Mar 15, 2021

$200M

n/a

2019

Mar 14, 2020

$188M

n/a

2018

Mar 25, 2019

$166M

$46.9M

2017

Mar 19, 2018

$168M

$54.5M

2016

Mar 17, 2017

$148M

n/a

$49.8M

2015

Mar 29, 2016

$145M

n/a

$50.5M

2014

Mar 11, 2015

$154M

n/a

$55.5M

2013

Mar 11, 2014

$151M

n/a

$55.8M

2012

Mar 27, 2013

$124M

n/a

$48.6M

2011

Mar 28, 2012

$124M

n/a

$45.1M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$392M

$308M

27.4%

$204M

24.4%