Arbor Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Arbor Private Wealth reports 101 clients. They include 52 individual clients, 48 high-net-worth individuals and 1 other client. Of its assets, 70.5% ($113M across 232 accounts) are managed with discretion; $47.2M across 35 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 15% |
| High-net-worth individuals | 48% | 85% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $23.5M | 14.6% | $451K |
| High-net-worth individuals | 48 | $137M | 85.4% | $2.85M |
| Other | 1 | $6.07K | 0.0% | $6.07K |
| Total | 101 | $160M | 100% | $1.59M |
- Clients
- 52
- Regulatory AUM
- $23.5M
- AUM share
- 14.6%
- Avg. per client
- $451K
- Clients
- 48
- Regulatory AUM
- $137M
- AUM share
- 85.4%
- Avg. per client
- $2.85M
- Clients
- 1
- Regulatory AUM
- $6.07K
- AUM share
- 0.0%
- Avg. per client
- $6.07K
Total
- Clients
- 101
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- $1.59M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Arbor Private Wealth charges 0.375%–1.25% a year for its Wealth management fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone fixed fees, negotiable, ranging from $500 to $7,500 depending on scope and the professional providing the services.
- Retirement plan consulting
- Fixed project fee or asset-based fee, individually negotiated for each plan sponsor engagement.
Eric Showalter owns 75% or more of Arbor Private Wealth. The leadership team of Arbor Private Wealth includes Chief Operating Officer Amy Showalter and Chief Compliance Officer Eric Showalter. It has 2 employees.
Leadership
- Amy ShowalterChief Operating Officer
Eric ShowalterMember, Founder and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Arbor Private Wealth, LLC
Eric Showalter
Control person · since October 2021
Arbor Private Wealth’s regulatory assets grew 1.6× from $101M (June 2022) to $160M (February 2026); clients were 101 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $160M | 101 | 2 | 2 |
| March 2025 | $139M | 96 | 2 | 2 |
| March 2024 | $152M | 154 | 3 | 1 |
| March 2023 | $106M | 94 | 3 | 2 |
| June 2022 | $101M | 102 | 1 | 1 |
Besides its headquarters, Arbor Private Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 44679 Endicott Drive, Suite 300, AshburnHQ
Contact and registration details
- Legal name
- Arbor Private Wealth, LLC
- Headquarters
- 44679 Endicott Drive, Suite 300, Ashburn, VA 20147
- Website
- arborpw.com
- Phone
- 703-559-7975
- SEC file
- 801-122411
- Structure
- Delaware LLC
- Fiscal year end
- December
Arbor Private Wealth uses Charles Schwab ($160M) as custodian for its separately managed accounts. Arbor Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co. · San Francisco, CA · $160M100%
At year end, Arbor Private Wealth’s separately managed accounts were mostly in funds (66%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds66%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash5%
How many clients does Arbor Private Wealth have?
Arbor Private Wealth has 101 clients and manages $160 million for them, as of February 2026. They include 52 individual clients, 48 high-net-worth individuals and 1 other client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Arbor Private Wealth offer?
Arbor Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Arbor Private Wealth charge?
Arbor Private Wealth charges 0.375%–1.25% a year for its Wealth management fees. The fee is billed in arrears and is negotiable.
Source: DISCLOSURE BROCHURE FOR ARBOR PRIVATE WEALTH, LLC, filed 25 February 2026
Which custodians does Arbor Private Wealth use?
Arbor Private Wealth’s separately managed account assets are held at Charles Schwab & Co. (San Francisco, CA), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Arbor Private Wealth have?
Arbor Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arbor Private Wealth invest in?
At the end of its last fiscal year, Arbor Private Wealth’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arbor Private Wealth?
Arbor Private Wealth’s direct owner is Eric Showalter (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Arbor Private Wealth get paid?
Arbor Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Arbor Private Wealth registered with the SEC?
Yes, Arbor Private Wealth has been registered with the SEC as an investment adviser since 27 September 2021. Its CRD number is 315812 and its SEC file number is 801-122411.
Source: Form ADV Part 1A, Item 1, filed 25 February 2026; IAPD firm record
How do I contact Arbor Private Wealth?
Arbor Private Wealth’s main office is at 44679 Endicott Drive, Suite 300, Ashburn, VA 20147. Its phone number is 703-559-7975. Its website is arborpw.com.