Aguiar, Stephen, John
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 289324
· Walnut Creek, CA
· www.arborwealth.com
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $130M
- Discretionary
- $126M
- Clients
- 261
- Avg AUM / client
- $498K
- Accounts
- 391
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 210 | $48.3M | 37.2% |
| High net worth individuals | 51 | $81.7M | 62.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Amir Bagherian | Registered representative | CFP | Nov 2017 (9y) | |
| Phillip Joseph Dutra | Registered representative | Nov 2017 (9y) | ||
| Steve John Aguiar | Registered representative | Nov 2017 (9y) | ||
| Ryan David Aguiar | Registered representative | Jan 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗