Arbor Wealth Management

Arbor Wealth Management (CRD# 289324) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $98,841,185 in 324 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2700 Ygnacio Valley Road, 275, Walnut Creek, CA 94598
https://www.arborwealth.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $305,065
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
Ryan Aguiar, financial advisor Walnut Creek CA
Ryan D. Aguiar
CRD#: 7034092
2700 Ygnacio Valley Road, 275, Walnut Creek, CA 94598

Ryan Aguiar (CRD# 7034092) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 5 years of experience in the finance industry.

2
Steve Aguiar, financial advisor Walnut Creek CA
Steve J. Aguiar
CRD#: 2335990
2700 Ygnacio Valley Road, 275, Walnut Creek, CA 94598

Steve Aguiar (CRD# 2335990) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 30 years of experience in the finance industry.

3
Adam Bagherian, financial advisor Walnut Creek CA
Adam A. Bagherian
CRD#: 5021825
2700 Ygnacio Valley Road, 275, Walnut Creek, CA 94598

Adam Bagherian (CRD# 5021825) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry.

4
Phillip Dutra, financial advisor Walnut Creek CA
Phillip J. Dutra
CRD#: 5608599
2700 Ygnacio Valley Road, 275, Walnut Creek, CA 94598

Phillip Dutra (CRD# 5608599) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 8 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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