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ARBOR WEALTH MANAGEMENT, LLC
ARBOR WEALTH MANAGEMENT, LLC (CRD# 153640) is an SEC-Registered Investment Advisor (RIA), headquartered in Miramar Beach, FL. The SEC approved the firm to operate as an RIA in Dec 2014. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $217.8 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ARBOR WEALTH MANAGEMENT, LLC also reported in Mar 2018:
  • 6 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ARBOR WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View ARBOR WEALTH MANAGEMENT, LLC's most recent Form ADV filing
 


ARBOR WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AL-Nov 2017, FL-Dec 2014, GA-Jan 2015, LA-Dec 2014, TX-Apr 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.