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| Arbor Private Wealth LLC
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| |
|---|---|
| CRD # | 315812 |
| SEC # | 801-122411 |
| CIK # | 0001667164, 0001606587 |
| AUM | $151.9 MM (2024-03-13) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 703-559-7975 |
| Address | 44679 Endicott Drive Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 35.3 |
| (b) Individuals (high net worth individuals) | 59 | 116.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 151.9 |
| By Discretionary | ||
| Discretionary | 350 | 115.1 |
| Non-Discretionary | 34 | 36.8 |
| Total | 384 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.9 | |
| Total | 384 | 151.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001667164] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nova Wealth Management Inc
✚
|
FL | 0.2 |
|
D & P Investment Advisors Ltd
✚
|
RI | 0.2 |
|
Cramer & Rauchegger Inc
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|
FL | 0.2 |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 0.2 |
|
Westbourne Investments Inc
✚
|
VA | 0.2 |
|
Parkworth Wealth Management Inc
✚
|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Reservoir Retirement Management LLC
✚
|
OH | 0.2 |
|
Broadwater Capital Management LLC
✚
|
MA | 0.2 |