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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arbor Wealth Advisors LLC
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|---|---|
| CRD # | 169570 |
| SEC # | 801-78796 |
| CIK # | 0001797135, 0002009890 |
| AUM | $587.3 M (2025-03-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 855-927-2679 |
| Address | 101 West Big Beaver Road Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($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) | 0 | 0.9 |
| (b) Individuals (high net worth individuals) | 66 | 586.4 |
| (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 | 283 | 587.3 |
| By Discretionary | ||
| Discretionary | 267 | 584.0 |
| Non-Discretionary | 16 | 3.3 |
| Total | 283 | 587.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 583.8 | |
| Total | 283 | 587.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001797135] | |
| 13F-HR | [0002009890] |
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CO | 0.6 |
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Atwater Malick LLC
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PA | 0.6 |
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Stolper & Company
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CA | 0.6 |
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Spirit of America Management Corp
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NY | 0.6 |