# Arbor Private Wealth

Arbor Private Wealth is a Bank / Wealth / Trust based in Ashburn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ashburn, United States
- **Region:** North America
- **Address:** Ashburn, VA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** arborpw.com
- **LinkedIn:** https://www.linkedin.com/company/arbor-private-wealth-llc

## Regulatory record

- **CRD number:** 315812
- **SEC file number:** 801-122411
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315812

## About

Arbor Private Wealth was established in 2021 in Ashburn, Virginia, a suburb in the Dulles Technology Corridor that has seen significant population and wealth growth from the nearby data-center and defense-contracting industries. The firm registered as an investment advisor with the SEC and operates a planning-centric wealth management practice. The firm's strategy centers on financial planning and discretionary portfolio management for private clients. The practice structure points toward goals-based planning — retirement, education, estate transfer — rather than alternatives-heavy or institutional-consulting work. Team size and total assets under management are not publicly disclosed. The firm maintains a single office in Ashburn with no additional locations reported. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or operating business — appear in public filings or the firm's official communications. Arbor operates as a locally focused independent RIA in a market dominated by wirehouses and large aggregators — a structural position that can win on proximity and responsiveness. The firm's SEC registration and fiduciary obligation, combined with its post-2021 vintage, place it among the wave of advisor startups launched during the pandemic-era wealth-management reshuffling.

## Related profiles

- [Arax Investment Partners](https://altss.com/profile/arax-investment-partners)
- [Arbor Wealth Advisors](https://altss.com/profile/arbor-wealth-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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