RIA Intelligence

ARBOR PRIVATE WEALTH, LLC

CRD #315812 SEC #801-122411 ASHBURN, VA 703-559-7975
SEC Registered
Total AUM
$139.2M
Discretionary
$95.7M
Employees
2
Clients
10
Accounts
260

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 6, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
Showalter, Amy, HayesICHIEF OPERATING OFFICERNA Control
Showalter, Amy, HayesICHIEF OPERATING OFFICERNA Control
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control
SHOWALTER, ERIC, CHARLESIMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 6, 2025 REGISTERED

Notice Filings (5)

DE MD NY TX VA

Address

44679 ENDICOTT DRIVE
SUITE 300
ASHBURN, VA 20147
United States
Phone: 703-559-7975