# Arbordale Wealth Management

Arbordale Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 284086
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284086

## About

ARBORDALE WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Financial Services
- Private Wealth

## Questions

### Who runs investment decisions at Arbordale Wealth Management?

The named principals and investment committee members of Arbordale Wealth Management are not identified in publicly available sources. The firm is a state-registered investment advisor, which requires a chief compliance officer and qualified oversight, but those individuals are not named in the public record. Without a disclosed leadership roster, investment authority cannot be attributed to specific people.

### Which sectors does Arbordale explicitly avoid?

Sector exclusions or ESG-related restrictions are not part of Arbordale's public profile. Without sector-specific disclosures, it is not possible to identify any sectors the firm avoids.

## Related profiles

- [Gillson Capital](https://altss.com/profile/gillson-capital)
- [NYLREM Asset Management](https://altss.com/profile/nylrem-asset-management-llc)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/arbordale-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology