ARBOR PRIVATE WEALTH, LLC

Overview

Arbor Private Wealth, LLC is an independent, SEC-registered advisory firm that positions itself as a capital allocator for individual and family clients. The firm offers financial planning and portfolio management across individual, small business and institutional relationships, and explicitly provides pension consulting and the selection of outside advisers. Its fee model mixes percentage-of-AUM billing with fixed fees. On the investment side Arbor Private Wealth shows a clear tilt toward publicly available pooled vehicles — public funds and mutual funds make up the single largest portion of its assets. The firm operates primarily in a discretionary capacity, but maintains a material non-discretionary sleeve, and it acts as a selector of third-party managers when appropriate. Arbor does not list active ESG investing as part of its approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices