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Building 2ARBOR WEALTH MANAGEMENT, LLC

Map pinTEMPE, AZ
Phone480-818-8300
NotebookSEC #801-133698
Total AUM
$138.1M
Employees
2
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7581 S WILLOW DRIVE, SUITE 110
TEMPE
AZ 85283
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-818-8300

ReceiptFinancials

Total AUM
$138.1M
Accounts
331
Discretionary
$138.1M
Accounts
331
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$24.1M
HNW Individual Clients
44
AUM
$113.5M
Pension/Profit Sharing Plan Clients
1
AUM
$437.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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