Arbor Wealth Management
Arbor Wealth Management (CRD# 134711) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $32,500,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$637,255
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kelly Yamamoto (CRD# 4476560) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 16 years of experience in the finance industry.