ARBOR INVESTMENTS MANAGEMENT, LLC
C25
CRD 157442·SEC 801-73487·PALM BEACH, FL
AUM
$3.48B
$1B+
Est. Revenue
$34.8M
@ 1% on AUM
Est. EBITDA
$10.4M
@ 30% margin
Est. Deal Value
$83.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.23B
'21 · $1.25B
'22 · $2.95B
'23 · $2.75B
'25 · $4.03B
'26 · $3.48B
'20'26
$1.23B → $3.48B▲ +183%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 8 advisors
'22 · 14 advisors
'23 · 23 advisors
'25 · 24 advisors
'26 · 28 advisors
'20'26
9 advisors → 28 advisors▲ +211%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.