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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal foundation
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
About Arbor Private Wealth, LLC
Arbor Private Wealth is an independent, fiduciary RIA providing personalized financial planning and investment management for clients with complex needs—young families through professionals, executives, business owners, and retirees. Their process runs from discovery to ongoing monitoring, with quarterly performance reporting and access through an online client portal. Custody includes Charles Schwab.
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Owner & Executives
ERIC CHARLES SHOWALTER
Chief Compliance Officer, FOUNDER
- CRD
- #4988304
- Ownership
- 75% or more
Amy Hayes Showalter
CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- #7574117
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,895,303 | $486,618 |
| Non-Discretionary | $47,245,343 | $1,349,867 |
| Total | $160,140,646 | $599,778 |
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Separately Managed Accounts
Total SMA Asset: $160,140,646
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $701,726,516 | 23.8% |
| Equity - Exchange | $610,325,163 | 20.7% |
| Cash | $442,264,611 | 15.0% |
| Municipal Bonds | $371,502,273 | 12.6% |
| U.S. Government/Agency | $822,612,176 | 27.9% |
| Total | $2,948,430,739 | 100.0% |