|
⚲
|
| Arborstone Financial LLC
✚
|
|
|---|---|
| CRD # | 338225 |
| SEC # | 801-134355 |
| CIK # | |
| AUM | $476.0 M (2026-05-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 978-269-6344 |
| Address | 10 New England Business Center Drive Andover, MA 01810 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 976 | 163.9 |
| (b) Individuals (high net worth individuals) | 153 | 311.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,645 | 476.0 |
| By Discretionary | ||
| Discretionary | 1,645 | 476.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,645 | 476.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.0 | |
| Total | 1,645 | 476.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Oak Capital Partners LLC
✚
|
MA | 0.5 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.5 |
|
Midatlantic Capital Management Inc
✚
|
VA | 0.5 |
|
RFG Holdings Inc
✚
|
TX | 0.5 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.5 |
|
G&S Capital LLC
✚
|
CO | 0.5 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.5 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.5 |
|
Markowski Brothers Holding Corporation
✚
|
0.5 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.5 |