ARBOR WEALTH ADVISORS LLC
  • ARBOR WEALTH ADVISORS LLC

Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 12/02/2013
ADV Location TROY, MI, United States
Contact Info (85 xxxxxxx
Websites
AUM* 657,749,792 28%
of that, discretionary 654,129,682 28%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,299,824 26%
% High Net Worth 98.51% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

654M 561M 467M 374M 280M 187M 93M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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