Overview
Assets Under Management: $138 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 44
Average Client Assets: $2.6 million
Frequently Asked Questions
ARBOR WEALTH MANAGEMENT, 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 #168774), ARBOR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ARBOR WEALTH MANAGEMENT, LLC is headquartered in TEMPE, AZ.
ARBOR WEALTH MANAGEMENT, LLC serves 44 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, ARBOR WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARBOR WEALTH MANAGEMENT, LLC manages $138 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, ARBOR WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.19%
Average Client Assets: $2.6 million
Total Client Accounts: 331
Discretionary Accounts: 331
Regulatory Filings
CRD Number: 168774
Filing ID: 2052102
Last Filing Date: 2026-03-13 16:26:01