ARBOR WEALTH MANAGEMENT

Overview

Arbor Wealth Management is an independent, sole-proprietorship RIA that focuses on fee-based portfolio management and financial planning for individuals and families, with an emphasis on equity-oriented strategies. The firm operates as a registered representative of a broker-dealer and as an insurance broker, which signals a practice that blends advisory fee relationships with capability to implement brokerage and insurance solutions. Filings identify a clear preference for publicly traded equities as the core allocation, and the advisory mandate is concentrated on discretionary portfolio management with a relatively small non-discretionary component. Investment approach centers on exchange-traded exposure—both for core long-term holdings and for tactical positioning—supported by mutual funds where appropriate. The firm charges clients a percentage-of-AUM fee and serves primarily individual and family clients rather than institutional mandates. Arbor Wealth Management does not bill itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices