Investment adviser · CRD 169611
ARBOR TRUST WEALTH ADVISORS, LLC
Investment adviser filing (IA)
ANN ARBOR, MI, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $611M Form ADV · Item 5.F
- Client accounts
- 1,295 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 181 | $486,084,950 | 79.5% |
| Individuals | 260 | $88,903,996 | 14.5% |
| Charities | Fewer than 5 | $26,626,719 | 4.4% |
| Retirement plans | Fewer than 5 | $8,199,963 | 1.3% |
| Government entities | Fewer than 5 | $1,586,874 | 0.3% |
Filing source
Form ADV 2115802 · Jun 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
825 VICTORS WAY, SUITE 150ANN ARBOR, MI, 48108, United States
CRD 169611
Filing source
Form ADV 2115802 · Jun 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.