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ARBOR PRIVATE WEALTH, LLC

CRD 315812 · SEC 801-122411

Visit website

44679 ENDICOTT DRIVE, SUITE 300, ASHBURN, VA, 20147, United States

Phone

703-559-7975

Fax

(703) 647-6148

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.1M

Discretionary AUM

$112.9M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals52$23.5M
High net worth individuals48$136.7M

States served

DE, MD, VA, TX

All web addresses on file

Official SEC filing: View on IAPD