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ARBOR PRIVATE WEALTH, LLC

ASHBURN, VA · CRD 315812 · IAPD ↗ · arborpw.com · 703-559-7975

$160.1MRegulatory AUM
2Advisory reps
2Employees
1Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — ARBOR PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — ARBOR PRIVATE WEALTH, LLC reported RAUM up 43% ($106.3M -> $151.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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