ARBOR WEALTH MANAGEMENT

ARBOR WEALTH MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 289324). Regulatory assets under management: $130.0M.

Registration

• CRD: 289324
• Type: Registered investment adviser
• Location: 2700 YGNACIO VALLEY ROAD, WALNUT CREEK, CA, 94598
• Phone: 925-947-0900 EXT. 111
• Latest filing: 2026-04-01
• Regulatory AUM: $130.0M
• Discretionary AUM: $126.0M
• Non-discretionary AUM: $4.0M
• Clients: 4
• Accounts: 391

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search