About Arbor Wealth
Arbor Wealth is a Financial Services company based in Miramar (United States) founded in 2010, and was acquired by Mariner Wealth Advisors in February 2022. Wealth management and financial advisory services are provided to clients. Arbor Wealth offers products and services including Wealth Planning, Investment Management, and Tax Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Mariner Wealth Advisors. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Arbor Wealth was founded in 2010 and is based in Miramar, United States. Operations focus on the financial services sector, where wealth management and advisory services are delivered to individuals and organizations. Core activities include portfolio management, investment planning, and financial consultations, all conducted within a regulatory framework. The company serves clients primarily in the domestic market, emphasizing tailored strategies for asset growth and risk assessment.
- Headquarters Miramar, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website arborwealth.net
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Mariner Wealth Advisors (Feb 2022)
- Legal Name Mariner Wealth Advisors
- Investors
- Acquired byMariner Wealth Advisors
(Feb 2022)
Products & Services of Arbor Wealth
Arbor Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Tax Planning.
Service for designing integrated wealth strategies for individuals.
Manages investments to optimize returns and minimize risks.
Provides strategies for tax preparation and compliance.
Apps and channels of Arbor Wealth
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Arbor Wealth
The most watched videos on Arbor Wealth's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Investors in Arbor Wealth
Arbor Wealth has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for Arbor Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Arbor Wealth
230 people are tracked at Arbor Wealth (57 in leadership, 13 in board & advisors, 160 in team).
| Name | Role | Group |
|---|---|---|
W. Craig Walker | Managing Director | Leadership |
Jeff Poe | CFO | Leadership |
Tony Roberts | Regional Managing Director | Leadership |
Cheryl Bicknell | COO | Leadership |
Marty Bicknell | CEO & President | Leadership |
Christina Lynn | Director, Wealth Strategist | Leadership |
Andrew Welzel | Director & Senior Wealth Advisor | Leadership |
Liz Hoang | Vp, Advisor Recruiting & Operations | Leadership |
Katrina Radenberg | Chief Investment Officer | Leadership |
Ashton Lawrence | Director, Senior Wealth Advisor | Leadership |
Edward Meier | Director & Senior Advisor | Leadership |
Travis Mlodzik | Director, Tax | Leadership |
Benjamin Voelker | Director, Wealth Strategy | Leadership |
Steve Ruda | Director, Tax | Leadership |
Jason Zanderson | Director, Specialty Tax | Leadership |
Victor Soucy | Director & Senior Wealth Advisor | Leadership |
Mayank Gupta | Chief Human Resources Officer | Leadership |
Bryan Whitesel | Director, Specialty Tax | Leadership |
Chris Potts | Vp, Marketing Analytics & Operations | Leadership |
David Robinson | Director & Senior Wealth Advisor | Leadership |
210 more people are available in the full profile.
Complete people profiles for Arbor Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Arbor Wealth
2 dated milestones of Arbor Wealth across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Arbor Wealth is founded.
- Exit Acquired by Mariner Wealth Advisors.
Competitors of Arbor Wealth
Arbor Wealth has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Arbor Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Arbor Wealth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Arbor Wealth
Arbor Wealth was founded in 2010.
Arbor Wealth is headquartered in Miramar, United States. It is registered at Miramar, Florida, United States.
Arbor Wealth was founded in 2010 and is based in Miramar, United States. Operations focus on the financial services sector, where wealth management and advisory services are delivered to individuals and organizations. Core activities include portfolio management, investment planning, and financial consultations, all conducted within a regulatory framework. The company serves clients primarily in the domestic market, emphasizing tailored strategies for asset growth and risk assessment.
Arbor Wealth's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Arbor Wealth offers Wealth Planning, Investment Management, and Tax Planning.
Arbor Wealth has 1 investor. Key investors include Mariner.
Arbor Wealth operates through Mariner Wealth Advisors.
Yes. Arbor Wealth was acquired by Mariner Wealth Advisors in February 2022.