ARBOR WEALTH MANAGEMENT, LLC of TEMPE, AZ is an SEC-registered investment adviser (CRD 168774). Regulatory assets under management: $138.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jake Clifford Ulrich | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Joseph Christopher Arsenault | MANAGING PARTNER | — |
| Jordan Isaac Taylor | SHAREHOLDER | — |
| Dan Joseph Melillo | OWNER | — |
| James Jason Merck | OWNER | — |