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| Arbor Private Wealth LLC
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|---|---|
| CRD # | 315812 |
| SEC # | 801-122411 |
| CIK # | 0001606587, 0001667164 |
| AUM | 160.1 M (2026-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | ||
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| 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 |
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|---|---|---|
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