Jake Clifford Ulrich
Investment adviser representative at Arbor Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$138.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Arbor Insurance, LLCJan 2019 to now
- Arbor Wealth Management, LLCMay 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Arbor Wealth Management, LLC
$138.1MAssets managed
111Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6126128
- Firm CRD
- 168774