Arbor Family Wealth Advisors, Inc.

Arbor Family Wealth Advisors, Inc. (CRD# 142270) is a financial advisory firm headquartered in Lodi, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Arbor Family Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
David D. Ehlert
CRD#: 1181878
116 N. Pleasant Avenue, Lodi, CA 95240

David Ehlert (CRD# 1181878) is an Investment Advisor Representative working at Arbor Family Wealth Advisors, Inc. in Lodi, CA and has over 20 years of experience in the finance industry.

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