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| Arbor Trust Wealth Advisors LLC
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| CRD # | 169611 |
| SEC # | 801-78929 |
| CIK # | 0001797135, 0002009890 |
| AUM | 611.4 M (2026-06-26) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 734-389-7794 |
| Address | 825 Victors Way Ann Arbor, MI 48108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001797135 0002009890 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BorgWarner Inc | 7.2 | ||
| Caterpillar Inc | 2.6 | ||
| LEAR Corp | 1.9 | ||
| Microsoft Corp | 1.2 | ||
| Blackstone Group LP | 1.1 | ||
| General Dynamics Corp | 1.1 | ||
| Delphi Automotive PLC | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Sandisk Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 88.9 |
| (b) Individuals (high net worth individuals) | 181 | 486.1 |
| (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 | 0 | 8.2 |
| (h) Charitable organizations | 0 | 26.6 |
| (i) State or municipal government entities | 0 | 1.6 |
| (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 | 1,295 | 611.4 |
| By Discretionary | ||
| Discretionary | 1,290 | 603.2 |
| Non-Discretionary | 5 | 8.2 |
| Total | 1,295 | 611.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.4 | |
| Total | 1,295 | 611.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001797135] | |
| 13F-HR | [0002009890] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital A Wealth Management LLC
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PA | 612.9 M |
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Quartz Partners LLC
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Highmark Wealth Management LLC
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|
Steffes Financial Ltd
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Peregrine Asset Advisers Inc
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OR | 611.0 M |
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Vista Investment Partners LLC
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|
OK | 610.6 M |
|
Strengthening Families & Communities LLC
✚
|
MA | 610.0 M |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
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OH | 609.9 M |