ARBOR WEALTH MANAGEMENT, LLC
CRD #168774 SEC #801-133698 TEMPE, AZ 480-818-8300
SEC Registered
Total AUM
$107.3M
Discretionary
$107.3M
Employees
2
Clients
51
Accounts
322
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARSENAULT, JOSEPH, CHRISTOPHER | I | MANAGING PARTNER | C | Control |
| ARSENAULT, JOSEPH, CHRISTOPHER | I | MANAGING PARTNER | C | Control |
| ARSENAULT, JOSEPH, CHRISTOPHER | I | MANAGING PARTNER | C | Control |
| ARSENAULT, JOSEPH, CHRISTOPHER | I | MANAGING PARTNER | C | Control |
| ULRICH, JAKE, CLIFFORD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ULRICH, JAKE, CLIFFORD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ULRICH, JAKE, CLIFFORD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ULRICH, JAKE, CLIFFORD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| JT ARIZONA HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| JT ARIZONA HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| JT ARIZONA HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| JT ARIZONA HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| DJM REVOCABLE TRUST | DE | OWNER | A | |
| DJM REVOCABLE TRUST | DE | OWNER | A | |
| DJM REVOCABLE TRUST | DE | OWNER | A | |
| DJM REVOCABLE TRUST | DE | OWNER | A | |
| JASON MERCK REVOCABLE TRUST | DE | OWNER | A | |
| JASON MERCK REVOCABLE TRUST | DE | OWNER | A | |
| JASON MERCK REVOCABLE TRUST | DE | OWNER | A | |
| JASON MERCK REVOCABLE TRUST | DE | OWNER | A |
Registrations
Federal
IA
Aug 7, 2025 REGISTERED
Notice Filings (3)
AZ TX UT
Address
7581 S WILLOW DRIVE, SUITE 110TEMPE, AZ 85283
United States
Phone: 480-818-8300