# ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC of ANN ARBOR, MI is an SEC-registered investment adviser.

## Registration

- CRD: 169611
- Type: SEC-registered investment adviser
- SEC file number: 801-78929
- Location: 825 VICTORS WAY, SUITE 150, ANN ARBOR, MI, 48108
- Phone: (734) 389-7794
- Latest filing: 2026-06-26
- Regulatory AUM: $611.4M
- Discretionary AUM: $603.2M
- Non-discretionary AUM: $8.2M
- Clients: 13
- Accounts: 1,295

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (19)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169611/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169611/similar
- Related entities: https://search.stillhousedata.com/firm/169611/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169611

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.