Adviser and broker representative · Arbor Wealth Management
Adam A. Bagherian
CRD 5021825 · Walnut Creek, CA
At a glance
Adam A. Bagherian is an investment adviser representative with Arbor Wealth Management in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2012, about 14 years ago. Adam is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Arbor Wealth ManagementSince November 2017Walnut Creek, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Arbor Wealth Management
- Ryan D. AguiarWalnut Creek
- Steve J. AguiarWalnut Creek
- Phillip J. DutraWalnut Creek
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