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Arbor Private Wealth, LLC

● SEC registered since 2021CRD 315812SEC# 801-122411Ashburn, VA
Export (members)
Reg. AUM
$139.2M
Employees
2
Accounts
260
Location
Ashburn, VA

Arbor Private Wealth, LLC assets under management

Arbor Private Wealth, LLC is an SEC-registered investment adviser based in Ashburn, VA. The firm has been registered since 2021. It reports $139.2 million in regulatory assets under management and employs 2 people.
www.arborpw.comView on SEC.gov ↗

Arbor Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amy Hayes Showalter ControlChief Operating OfficerUnder 5%2024
Eric Charles Showalter ControlMember, Founder And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Arbor Private Wealth, LLC manage?

Arbor Private Wealth, LLC reports $139.2 million in regulatory assets under management on its Form ADV.

How many employees does Arbor Private Wealth, LLC have?

Arbor Private Wealth, LLC reports 2 employees.

Where is Arbor Private Wealth, LLC located?

Arbor Private Wealth, LLC is based in Ashburn, VA and has been SEC-registered since 2021.

Does Arbor Private Wealth, LLC disclose fund performance?

Arbor Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address44679 Endicott Drive, Suite 300, Ashburn, VA 20147
Phone703-559-7975
Fax(703) 647-6148
Office hours8 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95.7M
Non-discretionary$43.5M
Total (RAUM)$139.2M