|
⚲
|
| Keyboard |
| Arbor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 168774 |
| SEC # | 801-133698 |
| CIK # | 0001606587, 0001667164 |
| AUM | 138.1 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-818-8300 |
| Address | 7581 S Willow Drive, Suite 110 Tempe, AZ 85283 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| 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) | 67 | 24.1 |
| (b) Individuals (high net worth individuals) | 44 | 113.5 |
| (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 | 0.4 |
| (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 | 331 | 138.1 |
| By Discretionary | ||
| Discretionary | 331 | 138.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 138.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.1 | |
| Total | 331 | 138.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667164] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FSAM LLC
✚
|
GA | 138.4 M |
|
Garrison Bradford & Associates Inc
✚
|
NY | 138.3 M |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 138.3 M |
|
Wildes Financial Strategies Inc
✚
|
SC | 138.3 M |
|
Maya Advisors Inc
✚
|
CA | 138.2 M |
|
Mark Bell Advisory Services Inc
✚
|
IL | 138.2 M |
|
Burr Financial Services LLC
✚
|
138.1 M | |
|
American Investment Advisors Inc
✚
|
WI | 137.9 M |
|
Apple & Associates
✚
|
CA | 137.7 M |
|
Prince Asset Management Inc
✚
|
FL | 137.7 M |