ARBOR WEALTH MANAGEMENT, LLC
Legal name: ARBOR WEALTH
CRD #153640 SEC #801-80638 MIRAMAR BEACH, FL 850-608-6121
SEC Registered
Total AUM
$360.1M
Discretionary
$360.1M
Employees
6
Clients
1
Accounts
995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $360.1M | $360.1M | $0 | 6 | 2 |
| Jul 2021 | $360.1M | $360.1M | $0 | 6 | 2 |
| Jul 2021 | $360.1M | $360.1M | $0 | 6 | 2 |
| Mar 2021 | $360.1M | $360.1M | $0 | 6 | 2 |
| Aug 2020 | $313.9M | $313.9M | $0 | 8 | 0 |
| Jun 2020 | $313.9M | $313.9M | $0 | 8 | 0 |
| Mar 2020 | $313.9M | $313.9M | $0 | 8 | 0 |
| Apr 2019 | $226.2M | $226.2M | $0 | 6 | 1 |
| Mar 2019 | $226.2M | $226.2M | $0 | 6 | 1 |
| Mar 2018 | $217.8M | $217.8M | $0 | 6 | 258 |
| Nov 2017 | $174.9M | $174.9M | $0 | 5 | 0 |
| Apr 2017 | $174.9M | $174.9M | $0 | 5 | 212 |
| Feb 2017 | $174.9M | $174.9M | $0 | 5 | 212 |
| Feb 2017 | $174.9M | $174.9M | $0 | 5 | 212 |
| Jan 2017 | $174.9M | $174.9M | $0 | 5 | 163 |
| Mar 2016 | $139.8M | $139.8M | $0 | 5 | 163 |
| Oct 2015 | $110.2M | $110.2M | $0 | 4 | 155 |
| May 2015 | $110.2M | $110.2M | $0 | 4 | 155 |
| Mar 2015 | $110.2M | $110.2M | $0 | 4 | 155 |
| Jan 2015 | $108.2M | $108.2M | $0 | 4 | 134 |
| Nov 2014 | $108.2M | $108.2M | $0 | 4 | 134 |
DateDec 2021
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees6
Clients2
DateJul 2021
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees6
Clients2
DateJul 2021
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees6
Clients2
DateMar 2021
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees6
Clients2
DateAug 2020
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2019
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2018
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees6
Clients258
DateNov 2017
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients212
DateFeb 2017
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients212
DateFeb 2017
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients212
DateJan 2017
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients163
DateMar 2016
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees5
Clients163
DateOct 2015
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients155
DateMay 2015
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients155
DateMar 2015
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients155
DateJan 2015
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees4
Clients134
DateNov 2014
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees4
Clients134