RIA Intel›Advisers›Michigan›ARBOR WEALTH ADVISORS LLC

ARBOR WEALTH ADVISORS LLC

Advisory

N·TROY, MI

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$658M

1-Year AUM Growth

+16.1%

3-Year CAGR

+5.8%

Employees

1

Assets Under Management

Total AUM$658M

Discretionary AUM$654M

Non-Discretionary AUM$4M

Discretionary %99.4%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingNov 5, 2013

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARBOR WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.