← Back to searchVisit website
ARBOR TRUST WEALTH ADVISORS, LLC
CRD 169611 · SEC 801-78929
825 VICTORS WAY, SUITE 150, ANN ARBOR, MI, 48108, United States
Phone
(734) 389-7794
Fax
(734) 389-7813
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.4M
Discretionary AUM
$603.2M
Team
13 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $88.9M |
| High net worth individuals | 181 | $486.1M |
States served
CA, IL, MI, NE, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD