ARBOR PRIVATE WEALTH, LLC
Adviser information for ARBOR PRIVATE WEALTH, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 350 | $115.1M |
| Non-Discretionary | 34 | $36.8M |
| Total | 384 | $151.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 95 | $35.3M |
| HNW Individuals | 59 | $116.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-122411 |
|---|---|
| SEC ERA File Number | 801-122411 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315812 |
| Legal Entity Identifier | None |
Principal Office
44679 ENDICOTT DRIVESUITE 300
ASHBURN
VA
United States
BY APOINTMENT ONLY, 8 AM - 5 PM
Tel: 703-559-7975, Fax: None
Chief Compliance Officer
ERIC SHOWALTER
SOLE MEMBER
44679 ENDICOTT DRIVE
SUITE 300
ASHBURN
VA
United States
Tel:
703-559-7975
E*************@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHOWALTER, ERIC, CHARLES | Individual | – | MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | 10/2021 | > 75% |