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| Happy Holidays!! thanks for using AUM13F!! |
| Arbor Trust Wealth Advisors LLC
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| CRD # | 169611 |
| SEC # | 801-78929 |
| CIK # | 0001797135, 0002009890 |
| AUM | $611.7 M (2025-05-30) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 734-389-7794 |
| Address | 825 Victors Way Ann Arbor, MI 48108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 8.4 | ||
| Apple Inc | 6.8 | ||
| Microsoft Corp | 6.5 | ||
| Abbott Laboratories | 6.4 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Stryker Corp | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.4 | ||
| Alphabet Inc | 4.1 | ||
| Oracle Corp | 3.7 | ||
| VISA Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 103.1 |
| (b) Individuals (high net worth individuals) | 184 | 468.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 13.8 |
| (h) Charitable organizations | 0 | 24.8 |
| (i) State or municipal government entities | 0 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,463 | 611.7 |
| By Discretionary | ||
| Discretionary | 1,452 | 597.9 |
| Non-Discretionary | 11 | 13.8 |
| Total | 1,463 | 611.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.7 | |
| Total | 1,463 | 611.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001797135] | |
| 13F-HR | [0002009890] |
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|---|---|---|
|
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NE | 0.6 |
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Heirloom Wealth Management LLC
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CO | 0.6 |
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Stordahl Capital Management Inc
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LMG Wealth Partners LLC
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LA | 0.6 |
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Tillman Hartley LLC
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Swisspartners Advisors AG
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0.6 | |
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Vantage Wealth
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CA | 0.6 |