Arbor Wealth Management, LLC
Arbor Wealth Management, LLC is an SEC-registered wealth manager in Tempe, AZ with $138.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Arbor Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168774, SEC 801-133698, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $138.1M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Tempe, AZ
- Employees
- 2
- Clients
- 111
- CRD
- 168774
- Ownership
- ARSENAULT, JOSEPH, CHRISTOPHER; JT ARIZONA HOLDINGS, LLC; JASON MERCK REVOCABLE TRUST; Taylor, Jordan, Isaac; ULRICH, JAKE, CLIFFORD
How much AUM does Arbor Wealth Management, LLC have?
Arbor Wealth Management, LLC reported $138.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Arbor Wealth Management, LLC?
Disclosed owners and executives of Arbor Wealth Management, LLC include ARSENAULT, JOSEPH, CHRISTOPHER, JT ARIZONA HOLDINGS, LLC, JASON MERCK REVOCABLE TRUST, Taylor, Jordan, Isaac, ULRICH, JAKE, CLIFFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.