Arbor Private Wealth, LLC

Arbor Private Wealth, LLC provides financial planning, consulting, investment and wealth management services, and retirement plan consulting to individuals, trusts, estates, charitable organizations and business clients, serving both high‑net‑worth and non‑HNW individuals. As of December 31, 2025 the firm reported $160,140,646 in assets under management, with $112,895,303 managed on a discretionary basis and $47,245,343 on a non‑discretionary basis.

The firm’s process is consultative and plan‑driven: advisors work with clients to define objectives and then implement model portfolios that allocate among mutual funds, ETFs, individual equities and fixed‑income securities, and, where appropriate, engage Independent Managers and similarly‑managed model accounts. Arbor Private Wealth offers both discretionary FA‑managed accounts and client‑advised arrangements and provides ERISA‑role retirement plan services that include plan design, fee and cost analysis, investment selection and participant education.

Distinctive operational disclosures include its small, two‑advisor structure at this level of AUM and a documented relationship with Schwab that provides institutional support and milestone payments once $60 million and $108 million in new Schwab assets are added, which the firm identifies as creating incentives to recommend Schwab. The brochure also notes the firm may directly debit client accounts for fees (custody), works with held‑away assets such as annuities and employer plans, and that several supervised persons are licensed insurance agents who may offer commissionable products; the firm further disclosed it no longer has supervised persons who are registered representatives of a broker‑dealer.