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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $637,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Arbor Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Steve J. Aguiar
CRD#: 2335990
100 N. Wiget Lane, Ste. 120, Walnut Creek, CA 94598
93
Wealthminder
score

Steve Aguiar (CRD# 2335990) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 23 years of experience in the finance industry.

2
Kelly B. Yamamoto
CRD#: 4476560
100 N. Wiget Lane, Ste. 120, Walnut Creek, CA 94598
93
Wealthminder
score

Kelly Yamamoto (CRD# 4476560) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 15 years of experience in the finance industry.

3
Adam A. Bagherian
CRD#: 5021825
2855 Mitchell Dr., Ste 203, Walnut Creek, CA 94598
90
Wealthminder
score

Adam Bagherian (CRD# 5021825) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 4 years of experience in the finance industry.

4
Phillip J. Dutra
CRD#: 5608599
2855 Mitchell Dr., Ste 203, Walnut Creek, CA 94598
87
Wealthminder
score

Phillip Dutra (CRD# 5608599) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has 1 year of experience in the finance industry.

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