Arbor Wealth Management, LLC
● SEC registered since 2025CRD 168774SEC# 801-133698Tempe, AZ
Reg. AUM
$138.1M
Employees
2
Accounts
331
Location
Tempe, AZ
Arbor Wealth Management, LLC assets under management
Arbor Wealth Management, LLC operates as an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 2025. It reports $138.1 million in regulatory assets under management and employs 2 people.
Arbor Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Djm Revocable Trust | Owner | 5-10% | 2024 |
| Jake Clifford Ulrich Control | Managing Partner And Chief Compliance Officer | 25-50% | 2012 |
| Jason Merck Revocable Trust | Owner | 5-10% | 2024 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Arbor Wealth Management, LLC manage?
Arbor Wealth Management, LLC reports $138.1 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Wealth Management, LLC have?
Arbor Wealth Management, LLC reports 2 employees.
Where is Arbor Wealth Management, LLC located?
Arbor Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2025.
Does Arbor Wealth Management, LLC disclose fund performance?
Arbor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7581 S Willow Drive, Suite 110, Tempe, AZ 85283 |
| Phone | 480-818-8300 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.1M▲ 29%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$138.1Mregulatory AUM
Discretionary $138.1M