A
$138.1M Total AUM
$138.1M Disc. AUM
-- 3Y CAGR
2 Employees
111 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2013
- Office Locations
- 1
Office Locations
7581 S Willow Drive, Suite 110 Tempe AZ
About Arbor Wealth Management, LLC
Arbor Wealth Management is a Tempe, AZ RIA providing holistic financial planning and investment planning focused on building financial independence and helping clients prepare for retirement. Portfolios are primarily implemented with ETFs, and the firm custodians with Charles Schwab—useful for asset managers assessing platform fit and distribution access.
Team overview
39 AVG AGE
$69.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH CHRISTOPHER ARSENAULT
Managing Partner
- CRD
- #6126101
- Ownership
- 25% but less than 50%
Available
Available
Available
JAKE CLIFFORD ULRICH
Chief Compliance Officer, Managing Partner
- CRD
- #6126128
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,051,761 | $417,075 |
| Non-Discretionary | $0 | -- |
| Total | $138,051,761 | $417,075 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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