ARBOR WEALTH MANAGEMENT, LLC

Overview

Arbor Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals and small businesses. The firm operates with a fee model that includes a percentage of assets under management, hourly charges and fixed fees. Arbor presents a clear tilt toward liquid public markets: its stated preference is equities, and its advisory activity centers on managing client portfolios with a heavy emphasis on exchange-traded securities. The firm is not positioned as an active ESG investor, does not act as a pension consultant, and does not identify as a multi-state adviser. Arbor also has an affiliation with an insurance company, which aligns with its use of insurance products in client solutions. Its service set focuses on tailored planning and discretionary portfolio management rather than large institutional or capital allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices