Arbor Private Wealth, LLC
Arbor Private Wealth, LLC is an SEC-registered wealth manager in Ashburn, VA with $160.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Arbor Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315812, SEC 801-122411, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $160.1M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Ashburn, VA
- Employees
- 2
- Clients
- 101
- CRD
- 315812
- Ownership
- CNSL MANAGEMENT ENTERPRISES, LLC; Showalter, Amy, Hayes; BERNSTEIN, DANIEL, ADAM; SHOWALTER, ERIC, CHARLES
How much AUM does Arbor Private Wealth, LLC have?
Arbor Private Wealth, LLC reported $160.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Arbor Private Wealth, LLC?
Disclosed owners and executives of Arbor Private Wealth, LLC include CNSL MANAGEMENT ENTERPRISES, LLC, Showalter, Amy, Hayes, BERNSTEIN, DANIEL, ADAM, SHOWALTER, ERIC, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.