Arbor Private Wealth, LLC

Arbor Private Wealth, LLC (CRD# 315812) is a financial advisory firm headquartered in Ashburn, VA. They manage $151,871,389 in 384 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
44679 Endicott Drive, Suite 300, Ashburn, VA 20147
https://facebook.com/arborprivatewealth/
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $395,498
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, TX, VA

Financial Advisors at Arbor Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Showalter, financial advisor Ashburn VA
Eric C. Showalter
CRD#: 4988304
44679 Endicott Drive, Suite 300, Ashburn, VA 20147

Eric Showalter (CRD# 4988304) is an Investment Advisor Representative working at Arbor Private Wealth, LLC in Ashburn, VA and has over 18 years of experience in the finance industry.

2
Amy Showalter, financial advisor Ashburn VA
Amy H. Showalter
CRD#: 7574117
44679 Endicott Drive, Suite 300, Ashburn, VA 20147

Amy Showalter (CRD# 7574117) is an Investment Advisor Representative working at Arbor Private Wealth, LLC in Ashburn, VA and has 1 year of experience in the finance industry.

3
James Sutch, financial advisor Ashburn VA
James A. Sutch
CRD#: 6328469
44679 Endicott Drive, Suite 300, Ashburn, VA 20147

James Sutch (CRD# 6328469) is an Investment Advisor Representative working at Arbor Private Wealth, LLC in Ashburn, VA and has over 9 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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