ARBOR WEALTH MANAGEMENT, LLC

ARBOR WEALTH

MIRAMAR BEACH, Florida·3 registered advisors·CRD# 153640

SEC# 801-806380850-608-6121

01

Firm Overview

AUM

$360M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at ARBOR WEALTH MANAGEMENT, LLC

3 registered advisors

Andrew Kenneth Mcdowell

MIRAMAR BEACH, Florida

Margaret Rose Mcdowell

MIRAMAR BEACH, Florida

Paul Graham Mcdowell

MIRAMAR BEACH, Florida

05

Office Locations

MIRAMAR BEACH, Florida

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Data sourced from SEC Form ADV filings. ARBOR WEALTH MANAGEMENT, LLC (CRD# 153640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.