Arbor Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ashburn, VA. Its latest Form ADV filing, dated February 25, 2026, reports $160M in regulatory assets under management, 2 employees, 1 office, and 267 accounts.
Assets Under Management
$160M
Employees
2
Offices
1 office
Total Clients
101
Primary office
ASHBURN, VA
44679 ENDICOTT DRIVE, SUITE 300, ASHBURN, VA, United States
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
52
2
HNWI
47.5%
48
3
OTHER
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of February 25, 2026
Discretionary70.5%
$113M
70% of total RAUM70.5%
Non-discretionary29.5%
$47M
30% of total RAUM29.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$160M
Total Accounts267
10Y AUM Change+$160M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.