|
⚲
|
| Keyboard |
| Arbor Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 315812 |
| SEC # | 801-122411 |
| CIK # | 0001606587, 0001667164 |
| AUM | 160.1 M (2026-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 703-559-7975 |
| Address | 44679 Endicott Drive Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001606587 0001667164 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Comcast Corp | 12.0 | ||
| Duke Energy Corp | 10.9 | ||
| Brookfield Asset Management Ltd | 10.5 | ||
| Wellpoint Inc | 9.6 | ||
| Starbucks Corp | 7.8 | ||
| Mastercard Inc | 5.3 | ||
| Microsoft Corp | 4.3 | ||
| McDonalds Corp | 4.1 | ||
| Tesla Motors Inc | 3.0 | ||
| Guidewire Software Inc | 2.4 | ||
| FPL Group Inc | 2.2 | ||
| Stryker Corp | 1.9 | ||
| Amcor PLC | 1.5 | ||
| Nvidia Corp | 1.1 | ||
| New York Times Co | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 23.5 |
| (b) Individuals (high net worth individuals) | 48 | 136.7 |
| (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 | 1 | 0.0 |
| Total | 267 | 160.1 |
| By Discretionary | ||
| Discretionary | 232 | 112.9 |
| Non-Discretionary | 35 | 47.2 |
| Total | 267 | 160.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.1 | |
| Total | 267 | 160.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667164] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kropog Financial Group LLC
✚
|
LA | 160.5 M |
|
Fenix Asset Management LLC
✚
|
NY | 160.4 M |
|
M3 Wealth Management LLC
✚
|
OH | 160.2 M |
|
Harding Financial Group LLC
✚
|
OH | 160.2 M |
|
The Wealth Group Ltd
✚
|
NC | 160.2 M |
|
Steven Feldstein & Associates
✚
|
160.0 M | |
|
Fidelis Financial Planning LLC
✚
|
MO | 160.0 M |
|
Kensington Financial Advisors LLC
✚
|
NJ | 159.9 M |
|
Read & Powell Financial Services LLC
✚
|
NV | 159.7 M |
|
Wiregrass Investment Management LLC
✚
|
GA | 159.7 M |