Overview
Assets Under Management: $152 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
ARBOR PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315812), ARBOR PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
ARBOR PRIVATE WEALTH, LLC is headquartered in ASHBURN, VA.
ARBOR PRIVATE WEALTH, LLC serves 50 high-net-worth clients according to their SEC filing dated October 01, 2024. View client details ↓
According to their SEC Form ADV, ARBOR PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ARBOR PRIVATE WEALTH, LLC manages $152 million in client assets according to their SEC filing dated October 01, 2024.
According to their SEC Form ADV, ARBOR PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 384
Discretionary Accounts: 350
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 315812
Last Filing Date: 2024-10-01 00:00:00
Website: https://arborpw.com