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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001797135 0002009890 |
| Sector | Form 13F Holdings | Value ($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) | 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 8 (1 non-US) |
| Serves | Institutional, Retail |
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