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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arbor Private Wealth LLC
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|---|---|
| CRD # | 315812 |
| SEC # | 801-122411 |
| CIK # | 0001667164, 0001606587 |
| AUM | $139.2 M (2025-03-06) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 703-559-7975 |
| Address | 44679 Endicott Drive Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 45.4 | ||
| Charter Communications Inc /MO/ | 44.1 | ||
| KKR & Co LP | 40.2 | ||
| Amazon Com Inc | 35.5 | ||
| Dollar General Corp | 16.9 | ||
| UnitedHealth Group Inc | 16.6 | ||
| Apple Inc | 16.0 | ||
| Facebook Inc | 13.7 | ||
| Walt Disney Co | 13.2 | ||
| Southern Co | 12.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 21.8 |
| (b) Individuals (high net worth individuals) | 50 | 117.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 139.2 |
| By Discretionary | ||
| Discretionary | 185 | 95.7 |
| Non-Discretionary | 75 | 43.5 |
| Total | 260 | 139.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.2 | |
| Total | 260 | 139.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001667164] |
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