Arbor Wealth Management, LLC

Arbor Wealth Management, LLC (CRD# 168774) is a financial advisory firm headquartered in Tempe, AZ. They manage $81,227,330 in 112 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

7581 S Willow Drive, Suite 110, Tempe, AZ 85283

https://www.arborfirm.com/

By the Numbers

Total Assets Under Management

81

MILLION
Total Number of Accounts

112

ACCOUNTS
Average Account Value

$725,244

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, TX, UT

Financial Advisors at Arbor Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Joseph C. Arsenault

CRD#: 6126101

7581 S Willow Drive, Suite 110, Tempe, AZ 85283

Joseph Arsenault (CRD# 6126101) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Tempe, AZ and has 1 year of experience in the finance industry.

Jake C. Ulrich

CRD#: 6126128

7581 S Willow Drive, Suite 110, Tempe, AZ 85283

Jake Ulrich (CRD# 6126128) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Tempe, AZ and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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