Arbor Private Wealth, LLC

Financial planning in Ashburn, VA

SEC registeredNo commissions reported

Call (703) 559-7975 Send a message Map ↗

Public-record details

Address: 44679 Endicott Drive, Suite 300, Ashburn, VA 20147
Phone: (703) 559-7975
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 315812
Registration: SEC registered since 2021-09-27
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $160.1 million
Accounts managed: 267
Clients reported (Form ADV 5.D): 101
Individual / high-net-worth clients: 52 / 48
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-25

SEC registered investment adviser, CRD 315812, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 315812 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ashburn

Abich Financial Wealth Management, LLC20135 Lakeview Center Plaza, #110 · Ashburn, VA 20147 · (571) 577-9968 · Financial planningCRD 310633 · % of assets, Fixed fees · $394.7 million AUMSEC registeredNo commissions reported Allridge Wealth Management, INC20130 Lakeview Center Plaza, 400 · Ashburn, VA 20147 · (703) 840-5500 · Hourly feesCRD 117249 · % of assets, Hourly charges · $103.3 million AUMSEC registeredNo commissions reported Capital Fiduciary Advisors20130 Lakeview Center Plaza, Suite 400 · Ashburn, VA 20147 · (703) 568-2071 · Financial planningCRD 312704 · % of assets, Hourly charges, Fixed fees · $72.0 million AUMState registeredNo commissions reported Different Investments, LLC44679 Endicott Dr, Suite 301 · Ashburn, VA 20147 · (877) 934-3337 · Financial planningCRD 301962 · % of assets, Hourly charges, Fixed fees · $14.3 million AUMState registeredNo commissions reported Houlihan Financial Resource Group, LTD.20405 Exchange Street, Suite 371 · Ashburn, VA 20147 · (703) 796-0800 · Financial planningCRD 116670 · % of assets, Hourly charges · $357.2 million AUMSEC registeredNo commissions reported Stonebrook Investment, LLC20937 Ashburn Road, Suite 200 · Ashburn, VA 20147 · (703) 587-8683 · % of assets managedCRD 168359 · % of assets · $38.1 million AUMState registeredNo commissions reported The Lewis Financial Group20755 Williamsport Place, Suite 140 · Ashburn, VA 20147 · (703) 288-1272 · Financial planningCRD 315692 · % of assets, Hourly charges, Fixed fees · $482.4 million AUMSEC registeredNo commissions reported

All 8 in Ashburn →