# ARBOR WEALTH MANAGEMENT

ARBOR WEALTH MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289324
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289324/similar
- Related entities: https://search.stillhousedata.com/firm/289324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.