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ARBOR WEALTH MANAGEMENT, LLC

TEMPE, AZ · CRD 168774 · IAPD ↗ · 480-818-8300

$138.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ARBOR WEALTH MANAGEMENT, LLC reported RAUM up 29% ($107.3M -> $138.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — ARBOR WEALTH MANAGEMENT, LLC (TEMPE, AZ) is newly SEC-registered with $107.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.