DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARBOR PRIVATE WEALTH, LLC

CRD 315812

ASHBURN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70a842a2-471e-817f-49cf-3fc0d1216196

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Aug 27, 2021 to Feb 25, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $160MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $113M
Private client RAUM: $160MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $80.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 267
Individual clients: 52
High net worth clients: 48
SEC number: 801-122411
CRD: 315812
Filings on the tape: 13
First filed: Aug 27, 2021
Latest filed: Feb 25, 2026
Organised: Limited Liability Company, DE
Website: arborpw.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC CHARLES SHOWALTER	Certified Financial Planner	ASHBURN, VA	4	21	2	no
Amy Hayes Showalter	n/a	ASHBURN, VA	4	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Showalter, Amy, Hayes	CHIEF OPERATING OFFICER	Na	yes	10/2024	Oct 1, 2024	Oct 1, 2024
SHOWALTER, ERIC, CHARLES	MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2021	Oct 1, 2021	Oct 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$160M	$113M	2	2	1	n/a	n/a
2024	Mar 6, 2025	$139M	$95.7M	2	2	1	n/a	n/a
2023	Mar 13, 2024	$152M	$115M	3	3	0	n/a	n/a
2022	Mar 6, 2023	$106M	$71.2M	3	3	1	n/a	n/a
2021	Jan 25, 2022	$101M	$78.8M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$160M	$139M	15.1%	$106M	14.6%	2	2	1	1

Relationships

Registered with (3)

← Amy Hayes ShowalterAdvisorregistration: current employment
Jun 16, 2022 to presentfactForm ADV
← ERIC CHARLES SHOWALTERAdvisorregistration: current employment
Oct 1, 2021 to presentfactForm ADV
← JAMES ARTHUR SUTCHAdvisorregistration: previous registration
Nov 29, 2023 to Sep 5, 2024factForm ADV

Controls (2)

← SHOWALTER, ERIC, CHARLESOwnerMEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 1, 2021 to Oct 1, 2024factForm ADV
← Showalter, Amy, HayesOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Oct 1, 2024 to Oct 1, 2024factForm ADV

Dated events

Occurred
Oct 1, 2024
Control person joined
Hayes Amy Showalter (Chief Operating Officer) appeared on Schedule A of Arbor Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Sep 5, 2024
Advisor changed firm
James Arthur Sutch left Arbor Private Wealth, Llc for Hoxton Planning & Management, Llc (registered 2024-08-16)
Form ADVobserved 6 days ago
Occurred
Oct 1, 2021
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Arbor Private Wealth, Llc (listed 2021-08-27, absent 2021-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 1, 2021
Control person joined
Charles Eric Showalter (Member, Founder And Chief Compliance Officer) appeared on Schedule A of Arbor Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Aug 27, 2021
First Form ADV filing
Mount Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70a842a2-471e-817f-49cf-3fc0d1216196
First observed: Aug 27, 2021
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARBOR PRIVATE WEALTH, LLC

CRD 315812

ASHBURN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70a842a2-471e-817f-49cf-3fc0d1216196

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC CHARLES SHOWALTER

Certified Financial Planner

ASHBURN, VA

Amy Hayes Showalter

n/a

ASHBURN, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Showalter, Amy, Hayes

CHIEF OPERATING OFFICER

yes

10/2024

Oct 1, 2024

SHOWALTER, ERIC, CHARLES

MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER

yes

10/2021

Oct 1, 2021

Oct 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$160M

$113M

n/a

2024

Mar 6, 2025

$139M

$95.7M

n/a

2023

Mar 13, 2024

$152M

$115M

n/a

2022

Mar 6, 2023

$106M

$71.2M

n/a

2021

Jan 25, 2022

$101M

$78.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$160M

$139M

15.1%

$106M

14.6%