A
CRD: 289324
Arbor Wealth Management
$130.0M Total AUM
$126.0M Disc. AUM
-- 3Y CAGR
4 Employees
261 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Legacy capitalAtlas
- Established Date
- 11-14-2017
- Office Locations
- 1
Office Locations
2700 Ygnacio Valley Road 275 Walnut Creek CA
About Arbor Wealth Management
Arbor Wealth Management is a family-run Walnut Creek, CA advisory founded in 1993, now a four-advisor team providing financial planning, risk-managed investment management, and insurance guidance. Portfolios are primarily implemented with ETFs, and the firm operates through the Osaic ecosystem with Pershing as custodian.
Team overview
34 AVG AGE
$32.5M AVG AUM / ADVISOR
$498.0K AVG AUM / CLIENT
8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Prime vertex
Custodian
Radial Radial pioneer Pioneer
Investment Themes
Alpha Oak
Investment Vehicles
Delta
Platform
Value
Services
Ridge Delta frontier Unison
Technology
Harbor Meridian peak
Owner & Executives
S
STEVE JOHN AGUIAR
Principal
- CRD
- #2335990
- Ownership
- 75% or more
(654) 859-6411
unison.vector@zenithcapital.com
in linkedin.com/in/ember-crest
Showing 1 of 1 owners & executives
Unlock allContacts
R
Ryan David Aguiar
--
- CRD
- #7034092
(328) 728-6533
momentum.foundation@momentumcapital.com
in linkedin.com/in/glacier-foundation
ADAM AMIR BAGHERIAN
--
- CRD
- #5021825
(268) 578-5570
focus.beacon@quantumcapital.com
in linkedin.com/in/crest-legacy
F
Focus capital
Oak atlas
- CRD
- #85051
(249) 478-1272
alpha.focus@crestcapital.com
in linkedin.com/in/zenith-vertex
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,010,242 | -- |
| Non-Discretionary | $3,972,169 | -- |
| Total | $129,982,411 | -- |
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Separately Managed Accounts
Total SMA Asset: $129,982,411
Equity - Exchange:
58.0% Cash:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,431,847 | 58.0% |
| Cash | $314,588,578 | 42.0% |
| Total | $749,020,425 | 100.0% |