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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $139.2M | $95.7M | $43.5M | 2 | 1 |
| Oct 2024 | $151.9M | $115.1M | $36.8M | 3 | 2 |
| Sep 2024 | $151.9M | $115.1M | $36.8M | 3 | 2 |
| Mar 2024 | $151.9M | $115.1M | $36.8M | 3 | 2 |
| Oct 2023 | $106.3M | $71.2M | $35.2M | 3 | 1 |
| Mar 2023 | $106.3M | $71.2M | $35.2M | 3 | 1 |
| Jan 2023 | $100.9M | $78.8M | $22.2M | 1 | 0 |
| Jun 2022 | $100.9M | $78.8M | $22.2M | 1 | 0 |
| Jan 2022 | $100.9M | $78.8M | $22.2M | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$139.2M
Discretionary$95.7M
Non-Disc.$43.5M
Employees2
Clients1
DateOct 2024
Total AUM$151.9M
Discretionary$115.1M
Non-Disc.$36.8M
Employees3
Clients2
DateSep 2024
Total AUM$151.9M
Discretionary$115.1M
Non-Disc.$36.8M
Employees3
Clients2
DateMar 2024
Total AUM$151.9M
Discretionary$115.1M
Non-Disc.$36.8M
Employees3
Clients2
DateOct 2023
Total AUM$106.3M
Discretionary$71.2M
Non-Disc.$35.2M
Employees3
Clients1
DateMar 2023
Total AUM$106.3M
Discretionary$71.2M
Non-Disc.$35.2M
Employees3
Clients1
DateJan 2023
Total AUM$100.9M
Discretionary$78.8M
Non-Disc.$22.2M
Employees1
Clients0
DateJun 2022
Total AUM$100.9M
Discretionary$78.8M
Non-Disc.$22.2M
Employees1
Clients0
DateJan 2022
Total AUM$100.9M
Discretionary$78.8M
Non-Disc.$22.2M
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0