ARBOR WEALTH ADVISORS LLC

ARBOR WEALTH ADVISORS LLC of TROY, MI is an SEC-registered investment adviser (CRD 169570). Regulatory assets under management: $657.7M.

Registration

• CRD: 169570
• SEC file number: 801-78796
• Type: Registered investment adviser
• Location: 801 W BIG BEAVER ROAD, SUITE 300, TROY, MI, 48084
• Phone: (855) 927-2679
• Latest filing: 2026-02-10
• Regulatory AUM: $657.7M
• Discretionary AUM: $654.1M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 286

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search