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| Arbor Wealth Advisors LLC
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| |
|---|---|
| CRD # | 169570 |
| SEC # | 801-78796 |
| CIK # | 0001797135, 0002009890 |
| AUM | $514.3 MM (2024-01-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 855-927-2679 |
| Address | 101 West Big Beaver Road Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABBV | 269,466.6 | 7.9 | |
| AAPL | 2,382,844.0 | 7.6 | |
| MSFT | 1,918,222.4 | 6.5 | |
| ABT | 187,298.3 | 5.0 | |
| GOOGL | 1,475,138.5 | 4.9 | |
| COST | 207,576.9 | 4.5 | |
| SYK | 74,798.9 | 4.1 | |
| JPM | 340,169.2 | 3.8 | |
| V | 419,260.5 | 2.7 | |
| TJX | 67,345.6 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 65 | 513.6 |
| (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 | 282 | 514.3 |
| By Discretionary | ||
| Discretionary | 266 | 511.3 |
| Non-Discretionary | 16 | 3.0 |
| Total | 282 | 514.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 511.8 | |
| Total | 282 | 514.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001797135] | |
| 13F-HR | [0002009890] |
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