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ARBOR WEALTH MANAGEMENT, LLC
CRD 168774 · SEC 801-133698
7581 S WILLOW DRIVE, SUITE 110, TEMPE, AZ, 85283, United States
Phone
480-818-8300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.1M
Discretionary AUM
$138.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $24.1M |
| High net worth individuals | 44 | $113.5M |
States served
AZ, UT, TX
All web addresses on file
Official SEC filing: View on IAPD