Fee-only adviser · Ashburn, VA
Arbor Private Wealth, LLC
Arbor Private Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ashburn, Virginia. On its latest Form ADV, filed February 25, 2026, it reports $160M in regulatory assets under management, 100 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 315812 · SEC file 801-122411 |
| Office | 44679 Endicott Drive Suite 300 Ashburn, VA 20147 |
| Phone | (703) 559-7975 |
| Website | www.arborpw.com |
| Regulatory assets under management | $160M ($113M discretionary) |
| Individual clients | 52 non-high-net-worth, 48 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ashburn
- Variplan, LLC Not reported
- Houlihan Financial Resource Group, Ltd. $357M
- Allen Investment Management $31M
- Capital Fiduciary Advisors $72M
- Different Investments, LLC $14M
- Next Play Financial $17M
See all 9 fee-only advisers in Ashburn →
Nearby
- Sterling 2 firms
- Potomac Falls 1 firm
- Herndon 3 firms
- Reston 16 firms
- Great Falls 2 firms
- Leesburg 5 firms
- South Riding 1 firm
- Chantilly 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Arbor Private Wealth, LLC? Update this listing.