Arbor Private Wealth, LLC
● SEC registered since 2021CRD 315812SEC# 801-122411Ashburn, VA
Reg. AUM
$160.1M
Employees
2
Accounts
267
Location
Ashburn, VA
Arbor Private Wealth, LLC assets under management
Arbor Private Wealth, LLC is an SEC-registered investment adviser based in Ashburn, VA. The firm has been registered since 2021. It reports $160.1 million in regulatory assets under management and employs 2 people.
Arbor Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Hayes Showalter Control | Chief Operating Officer | Under 5% | 2024 |
| Eric Charles Showalter Control | Member, Founder And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Arbor Private Wealth, LLC manage?
Arbor Private Wealth, LLC reports $160.1 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Private Wealth, LLC have?
Arbor Private Wealth, LLC reports 2 employees.
Where is Arbor Private Wealth, LLC located?
Arbor Private Wealth, LLC is based in Ashburn, VA and has been SEC-registered since 2021.
Does Arbor Private Wealth, LLC disclose fund performance?
Arbor Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44679 Endicott Drive, Suite 300, Ashburn, VA 20147 |
| Phone | 703-559-7975 |
| Fax | (703) 647-6148 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.1M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160.1Mregulatory AUM
Discretionary $112.9MNon-discretionary $47.2M