| Name | Title | Ownership | Since |
|---|---|---|---|
| Djm Revocable Trust | Owner | 5-10% | 2024 |
| Jake Clifford Ulrich Control | Managing Partner And Chief Compliance Officer | 25-50% | 2012 |
| Jason Merck Revocable Trust | Owner | 5-10% | 2024 |
Arbor Wealth Management, LLC reports $107.3 million in regulatory assets under management on its Form ADV.
Arbor Wealth Management, LLC reports 2 employees.
Arbor Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2025.
Arbor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7581 S Willow Drive, Suite 110, Tempe, AZ 85283 |
| Phone | 480-818-8300 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $107.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $107.3M |