A
CRD: 284086
Arbordale Wealth Management, LLC
Pensacola, FL
8449494004
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
-- Pensacola FL
About Arbordale Wealth Management, LLC
Arbordale Wealth Management, LLC is a Pensacola-based RIA. The firm has been operating for 10 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$119.0K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Owner & Executives
D
DALE CONRAD WELTY
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, MANAGING DIRECTOR, Managing Member
- CRD
- #4456450
- Ownership
- 75% or more
(256) 808-7608
ridge.pathway@pioneercapital.com
in linkedin.com/in/ember-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,710,790 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,710,790 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,710,790
Equity - Exchange:
48.1% Cash:
29.9% Derivatives:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,603,952,505 | 48.1% |
| Cash | $997,051,557 | 29.9% |
| Derivatives | $733,616,531 | 22.0% |
| Total | $3,334,620,593 | 100.0% |