Arbor Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$160,134,574
Clients
100
Advisors
2
of 2 employees
About
Arbor Private Wealth, LLC provides financial planning, consulting, investment and wealth management services, and retirement plan consulting to individuals, trusts, estates, charitable organizations and business clients, serving both high‑net‑worth and non‑HNW individuals. As of December 31, 2025 the firm reported $160,140,646 in assets under management, with $112,895,303 managed on a discretionary basis and $47,245,343 on a non‑discretionary basis.
The firm’s process is consultative and plan‑driven: advisors work with clients to define objectives and then implement model portfolios that allocate among mutual funds, ETFs, individual equities and fixed‑income securities, and, where appropriate, engage Independent Managers and similarly‑managed model accounts. Arbor Private Wealth offers both discretionary FA‑managed accounts and client‑advised arrangements and provides ERISA‑role retirement plan services that include plan design, fee and cost analysis, investment selection and participant education.
Distinctive operational disclosures include its small, two‑advisor structure at this level of AUM and a documented relationship with Schwab that provides institutional support and milestone payments once $60 million and $108 million in new Schwab assets are added, which the firm identifies as creating incentives to recommend Schwab. The brochure also notes the firm may directly debit client accounts for fees (custody), works with held‑away assets such as annuities and employer plans, and that several supervised persons are licensed insurance agents who may offer commissionable products; the firm further disclosed it no longer has supervised persons who are registered representatives of a broker‑dealer.
Client services
Expertise
Fee options
Fixed project-based fees for financial planning, consulting, and retirement plan consulting services; fees range from $500 to $7,500 and are negotiable.
0.375% to 1.25% annually (tiered based on size and composition of portfolio, services rendered, and service provider)
Certain supervised persons offer insurance products on a commission basis under separate arrangement.
Fee-only: Fixed fees for financial planning and consulting ranging from $500 to $7,500, negotiable based on scope and complexity.
Main office
44679 Endicott Drive, Suite 300
Ashburn VA 20147
Advisors at this office
2
Most active in
Delaware · Maryland · Texas · Virginia
Also doing business as
Arbor Private Wealth, LLC · Mount Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Eric S
CFP®, Series 66
Ashburn, VA
Arbor Private Wealth, LLC
Eric Showalter is a CFP® with 20 years of experience in the financial services industry. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as the Investment Committee Chair for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for a local school board campaign. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management tailored to both high-net-worth and non-HNW clients. The firm manages portfolios through a structured planning process and utilizes a mix of mutual funds, ETFs, individual securities, and Independent Managers, overseeing both discretionary and non-discretionary accounts.
Amy S
Series 65
Ashburn, VA
Arbor Private Wealth, LLC
Amy Showalter is a Series 65-licensed financial advisor with Arbor Private Wealth, LLC, where she has worked since 2022. She has three years of industry experience and previously was involved with the Northern Virginia Volleyball Association and Ashburn CrossFit. Outside of her advisory role, she has experience as a homemaker. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management to both high-net-worth and non-HNW clients. The firm provides tailored portfolios through ongoing planning and manages assets using mutual funds, ETFs, individual securities, and independent managers, with a focus that includes both discretionary and non-discretionary accounts as well as an institutional retirement-plan practice.
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