ARBOR PRIVATE WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $160.1M |
| Discretionary | $112.9M70% of AUM |
| Non-Discretionary | $47.2M |
| Client Accounts | 267 |
| Avg Account Size | $600K |
| Employees | 2 |
| Peak AUM | $160.1MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $160M | +15.1% | +16.2% | — | |
| Discretionary AUM | $113M | ||||
Key Metrics
| Total AUM | $160.1M |
| Discretionary | $112.9M |
| Employees | 2 |
| Client Accounts | 267 |
| Client Range | 0 |
Contact & Location
Address
44679 ENDICOTT DRIVE
ASHBURN VA 20147
Phone
703-559-7975
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$113M
70.5% of AUM
Non-Discretionary
$47M
29.5% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported