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ARBOR WEALTH ADVISORS LLC
CRD 169570 · SEC 801-78796
801 W BIG BEAVER ROAD, SUITE 300, TROY, MI, 48084, United States
Phone
(855) 927-2679
Fax
(248) 251-0174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$657.7M
Discretionary AUM
$654.1M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $656.7M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD