Arbor Wealth Management, LLC

Arbor Wealth Management, LLC (CRD# 153640) is a financial advisory firm headquartered in Miramar Beach, FL. They manage $139,813,182 in 609 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $229,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, GA, LA

Financial Advisors at Arbor Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Margaret R. McDowell
CRD#: 2797603
8955 Emerald Coast Parkway, Suite 104, Miramar Beach, FL 32550
96
Wealthminder
score

Margaret McDowell (CRD# 2797603) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Miramar Beach, FL and has over 16 years of experience in the finance industry.

2
Paul G. McDowell
CRD#: 5760840
8955 Emerald Coast Parkway, Suite 104, Miramar Beach, FL 32550
93
Wealthminder
score

Paul McDowell (CRD# 5760840) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Miramar Beach, FL and has over 6 years of experience in the finance industry.

3
Patrick R. McDowell
CRD#: 5940329
8955 Emerald Coast Parkway, Suite 104, Miramar Beach, FL 32550
90
Wealthminder
score

Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Miramar Beach, FL and has over 5 years of experience in the finance industry.

4
Andrew K. McDowell
CRD#: 6270814
8955 Emerald Coast Parkway, Suite 104, Miramar Beach, FL 32550
89
Wealthminder
score

Andrew McDowell (CRD# 6270814) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Miramar Beach, FL and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.