DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Darrow Wealth Management
Legal name The Darrow Company, Inc.
Latest filing Jul 9, 2026
First filing on the tape Mar 28, 2012 · 39 filings
SEC status approved since Jul 6, 1989
RAUM
$392M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$392M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$98.1M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$392M as of Jul 9, 2026
Mar 28, 2012$124M then
HNW client RAUM$370M as of Jul 9, 2026
Mar 19, 2018$93.4M then
State-registered IARs (5.B.3)4 as of Jul 9, 2026
Mar 28, 20120 then
Employees (5.A)6 as of Jul 9, 2026
Mar 27, 20135 then
Private funds1 as of Mar 25, 2019
Mar 28, 20121 then
RAUM +27% over the last fiscal year+24% a year over threeIARs 3 to 4offices 4 to 5
Practice profile
derived from the filing of Jul 9, 2026; every figure names its basis
- RAUM per advisor
- $98.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $961,816derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.7derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.4%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $152M, 66 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$370M94%
- Individuals$22.6M5.8%
- Individual clients
- 39reported
- HNW clients
- 83reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 408reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $152M for 66 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michelle Elise WellsChartered Financial Analyst | Needham, Ma | Apr 21, 1999 | 29 y | 0 |
| Kristin Botto MckennaCertified Financial Planner | Needham, Ma | Oct 29, 2014 | 11 y | 0 |
| Matthew Robert MccrearyCertified Financial Planner | Austin, Tx | Jun 6, 2022 | 11 y | 1 |
| John Edward Levangie | Needham, Ma | Jul 15, 2026 | 15 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- John Edward Levangie to Wedmont Private CapitalMay 27, 2022 · RIA to RIA
- Tatyana Karayeva to Ouellette Wealth Advisory LLCMay 27, 2021 · RIA to RIA
- Jarod Jonathan Bloom to Sechrest Financial ServicesOct 17, 2005 · Other
Joined, latest
- John Edward Levangie from Anchor Capital Advisors LLCJul 15, 2026 · RIA to RIA
- Matthew Robert Mccreary from Dimensional Fund Advisors LPJun 6, 2022 · Other
- John Edward Levangie from Gw & Wade, LLCJun 8, 2021 · RIA to RIA
- Tatyana Karayeva from Morgan StanleyJan 26, 2021 · Wirehouse to independent RIA
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Dwm Strategic Equity Income Fund, LLCno longer reported | Other Private Fund | $46.9M | 33 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Botto Kristin Mckenna · President / Chief Compliance Officercontrolsince 01/2023 · owns 75% or more
- Elise Michelle Wells · Chief Operations Officersince 01/2009 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Needham, Ma · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Boston, MA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 3 to 4Mar 18, 2026 to Jul 9, 2026
- Employees · 5 to 6Mar 18, 2026 to Jul 9, 2026
- State-registered IARs · 3 to 4Mar 18, 2026 to Jul 9, 2026
- Other offices · 4 to 5Mar 18, 2026 to Jul 9, 2026
- Accounts · 406 to 408Feb 17, 2026 to Mar 18, 2026
- HNW clients · 82 to 83Feb 17, 2026 to Mar 18, 2026
- Discretionary RAUM · $354M to $392MFeb 17, 2026 to Mar 18, 2026
- HNW RAUM · $332M to $370MFeb 17, 2026 to Mar 18, 2026
- RAUM · $354M to $392MFeb 17, 2026 to Mar 18, 2026
- Accounts · 381 to 406Sep 8, 2025 to Feb 17, 2026
- HNW clients · 78 to 82Sep 8, 2025 to Feb 17, 2026
- Individual clients · 40 to 39Sep 8, 2025 to Feb 17, 2026
- Assets in custody · $252M to $152MSep 8, 2025 to Feb 17, 2026
- Employees · 6 to 5Sep 8, 2025 to Feb 17, 2026
- Discretionary RAUM · $308M to $354MSep 8, 2025 to Feb 17, 2026
- HNW RAUM · $292M to $332MSep 8, 2025 to Feb 17, 2026
- Individual RAUM · $15.7M to $22.6MSep 8, 2025 to Feb 17, 2026
- RAUM · $308M to $354MSep 8, 2025 to Feb 17, 2026
- Advisory activities · 3 to 4Feb 21, 2025 to Jul 22, 2025
- Financial planning clients · 51-100 to 51-100Feb 21, 2025 to Jul 22, 2025
- Accounts · 397 to 381Mar 17, 2024 to Feb 21, 2025
- HNW clients · 75 to 78Mar 17, 2024 to Feb 21, 2025
- Individual clients · 51 to 40Mar 17, 2024 to Feb 21, 2025
- Assets in custody · $123M to $252MMar 17, 2024 to Feb 21, 2025
- Employees · 5 to 6Mar 17, 2024 to Feb 21, 2025
- Discretionary RAUM · $246M to $308MMar 17, 2024 to Feb 21, 2025
- HNW RAUM · $218M to $292MMar 17, 2024 to Feb 21, 2025
- Individual RAUM · $27.8M to $15.7MMar 17, 2024 to Feb 21, 2025
- RAUM · $246M to $308MMar 17, 2024 to Feb 21, 2025
- Accounts · 391 to 397Nov 6, 2023 to Mar 17, 2024
- HNW clients · 66 to 75Nov 6, 2023 to Mar 17, 2024
- Individual clients · 57 to 51Nov 6, 2023 to Mar 17, 2024
- Assets in custody · $102M to $123MNov 6, 2023 to Mar 17, 2024
- Discretionary RAUM · $204M to $246MNov 6, 2023 to Mar 17, 2024
- HNW RAUM · $175M to $218MNov 6, 2023 to Mar 17, 2024
- Individual RAUM · $28.6M to $27.8MNov 6, 2023 to Mar 17, 2024
- RAUM · $204M to $246MNov 6, 2023 to Mar 17, 2024
- Individual RAUM · $20.6M to $28.6MJun 22, 2022 to Feb 13, 2023
- RAUM · $242M to $204MJun 22, 2022 to Feb 13, 2023
- Accounts · 383 to 391Jun 22, 2022 to Feb 13, 2023
Signals
4 dated events
- James Thomas Mcfarland (President / Cco / Ceo / Cio) no longer on Schedule A of Darrow Wealth Management (listed 2022-06-22, absent 2023-02-13)Feb 13, 2023 · Control person left · inference
- John Edward Levangie left Darrow Wealth Management for Wedmont Private Capital (registered 2022-06-06)May 27, 2022 · Advisor changed firm · fact
- Darrow Wealth Management reported 6 offices beyond its principal office, up from 1 (2020-09-18 to 2021-03-15)Mar 15, 2021 · Office count change · derived
- Botto Kristin Mckenna (Vice President / Managing Director) appeared on Schedule A of Darrow Wealth ManagementMar 14, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/DARROW-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 978-369-5144reportedpublic record, Form ADV, Jul 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $98.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026