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ARBOR WEALTH MANAGEMENT
AGUIAR, STEPHEN, JOHN
CRD 289324
2700 YGNACIO VALLEY ROAD, 275, WALNUT CREEK, CA, 94598, United States
Phone
925-947-0900 EXT. 111
Fax
925-266-3604
Registration
— (—)
Source
State registered
Total AUM
$130.0M
Discretionary AUM
$126.0M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $48.3M |
| High net worth individuals | 51 | $81.7M |
All web addresses on file
Official SEC filing: View on IAPD