ARBOR TRUST WEALTH ADVISORS, LLC of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 169611). Regulatory assets under management: $611.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Carol Ann Sewell | MANAGING PARTNER | — |
| Laura Yarckow | CHIEF COMPLIANCE OFFICER | Ann Arbor, MI |
| James William Winslow | MANAGING PARTNER | — |
| Kristina Marie Delongchamp | CHIEF OPERATIONS OFFICER | — |
| Sonia Sunik Patel | CHIEF INVESTMENT OFFICER | — |
| Gary Dale Haapala | MANAGING PARTNER | — |
| Charles Nelson Waterhouse | MANAGING PARTNER | — |
| WINSLOW JOHN WILLIAM | MANAGING MEMBER; MANAGING PARTNER; MEMBER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| HAAPALA GARY | MANAGING MEMBER | — |
| SEWELL CAROL ANN | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MEMBER; MANAGING PARTNER | — |
| WATERHOUSE CHARLES NELSON | MANAGING MEMBER; MANAGING PARTNER; MEMBER | — |
| SEWELL CAROL DALE | CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| HAAPALA GARY DALE | MANAGING PARTNER | — |
| DELONGCHAMP KRISTINA MARIE | CHIEF OPERATIONS OFFICER | — |
| Yarckow Laura | CHIEF COMPLIANCE OFFICER | — |
| PATEL SONIA SUNIK | CHIEF INVESTMENT OFFICER; PARTNER | — |