Investment adviser · CRD 169570
ARBOR WEALTH ADVISORS LLC
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Feb 10, 2026
- Regulatory AUM
- $658M Form ADV · Item 5.F
- Client accounts
- 286 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 66 | $656,737,445 | 99.8% |
| Individuals | Fewer than 5 | $1,012,347 | 0.2% |
Filing source
Form ADV 2049522 · Feb 10, 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: Feb 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
801 W BIG BEAVER ROAD, SUITE 300TROY, MI, 48084, United States
CRD 169570
Filing source
Form ADV 2049522 · Feb 10, 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.