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| Arbor Wealth Advisors LLC
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|---|---|
| CRD # | 169570 |
| SEC # | 801-78796 |
| CIK # | 0001797135, 0002009890 |
| AUM | $657.7 M (2026-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 855-927-2679 |
| Address | 801 W Big Beaver Road Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BorgWarner Inc | 7.2 | ||
| Caterpillar Inc | 2.6 | ||
| LEAR Corp | 1.9 | ||
| Microsoft Corp | 1.2 | ||
| Blackstone Group LP | 1.1 | ||
| General Dynamics Corp | 1.1 | ||
| Delphi Automotive PLC | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Sandisk Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.0 |
| (b) Individuals (high net worth individuals) | 66 | 656.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 286 | 657.7 |
| By Discretionary | ||
| Discretionary | 271 | 654.1 |
| Non-Discretionary | 15 | 3.6 |
| Total | 286 | 657.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 653.9 | |
| Total | 286 | 657.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001797135] | |
| 13F-HR | [0002009890] |
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|---|---|---|
|
St James Investment Company LLC
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|
TX | 0.7 |
|
Betterwealth LLC
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|
CA | 0.7 |
|
Buttonwood Financial Group LLC
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MO | 0.7 |
|
Tradewinds LLC
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Aries Wealth Management LLC
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|
Aspen Wealth Management LLC
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TX | 0.7 |
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Optima Asset Management Inc
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TX | 0.7 |
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Warren Street Wealth Advisors LLC
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CA | 0.7 |
|
BMB Advisers LLC
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CA | 0.7 |
|
Rock Point Advisors LLC
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VT | 0.7 |