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.

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

$122MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$122M

Private client RAUM

$122MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$30.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

381

Individual clients

202

High net worth clients

38

Custody, client assets

$72.4M

SEC number

801-121507

CRD

150713

Filings on the tape

17

First filed

Feb 21, 2012

Latest filed

Feb 12, 2026

Organised

Limited Liability Company, IL

• Occurred

  Apr 22, 2024
  Advisor changed firm

  Andrew J Krajewski left Arbor Financial Services, Llc for Edge Financial Advisors, Llc (registered 2024-05-03)

  Form ADVobserved 5 days ago
• Occurred

  May 14, 2021
  First Form ADV filing

  Arbor Financial Services, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce4f6167-68de-45ab-d352-64211c90a1cc

First observed

Feb 21, 2012

Last observed

Feb 12, 2026 7 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.