ARBOR PRIVATE WEALTH, LLC

44679 Endicott Drive
Suite 300
Ashburn, Virginia 20147
Tel: 703-559-7975

About ARBOR PRIVATE WEALTH, LLC

ARBOR PRIVATE WEALTH, LLC, formally registered with the SEC as ARBOR PRIVATE WEALTH, LLC. The firm was established in 09/27/2021. They have over 1 offices throughout the country.

ARBOR PRIVATE WEALTH, LLC is a Ashburn, Virginia based Financial Planning firm with nearly $151,871,389 assets under management, offering retirement planning & investment advisory services to 384 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315812
SEC#	801-122411
Assets Managed by Firm	$151,871,389
No. of Clients	384
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	384	$151,871,389
Individuals (other than high net worth individuals)	95	$35,263,443
High net worth individuals	59	$116,607,946

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