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Chief Operating Officer · Arbor Private Wealth, LLC

Amy H. Showalter

CRD 7574117 · Named on Form ADV at one SEC-registered adviser

At a glance

Arbor Private Wealth, LLC, an SEC-registered wealth manager based in Ashburn, VA with $160 million in regulatory assets, lists Amy H. Showalter on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eric C. ShowalterMember, Founder and Chief Compliance Officer, Arbor Private Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.