Data / Investment advisers / Michigan / Arbor Trust Wealth Advisors, LLC
Arbor Trust Wealth Advisors, LLC, Ann Arbor, MI: $611 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Arbor Trust Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Ann Arbor, Michigan and reports $611 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Arbor Trust Wealth Advisors, LLC (CRD number 169611): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169611
- SEC file number
- 801-78929
- SEC status
- Approved, effective January 3, 2014
- Main office
- 825 Victors Way Suite 150, Ann Arbor, MI 48108
- Phone
- (734) 389-7794
- Regulatory AUM
- $611,402,502 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $603,202,539
- Non discretionary AUM
- $8,199,963
- Accounts
- 1,295
- Employees
- 13, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 181 | $486.1 million |
| Individuals (other than high net worth individuals) | 260 | $88.9 million |
| Charitable organizations | Fewer than 5 | $26.6 million |
| Pension and profit sharing plans | Fewer than 5 | $8.2 million |
| State or municipal government entities | Fewer than 5 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $611.4 million | February 25, 2026 |
| December 1, 2025 | $611.7 million | May 30, 2025 |
Other advisers in Ann Arbor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SPC | Ann Arbor | $6.10 billion | Not listed | adviserinfo.sec.gov |
| Retirement Income Solutions, Inc. | Ann Arbor | $2.97 billion | Not listed | adviserinfo.sec.gov |
| Columbia Asset Management, L.L.C. | Ann Arbor | $1.20 billion | Not listed | adviserinfo.sec.gov |
| Speyside Equity Advisers LLC | Ann Arbor | $811.4 million | 2 | adviserinfo.sec.gov |
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | Not listed | adviserinfo.sec.gov |
| Darden Wealth Group | Ann Arbor | $379.6 million | Not listed | adviserinfo.sec.gov |
| Cypress Capital Wealth Management LLC | Ann Arbor | $330.2 million | Not listed | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ann Arbor, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Arbor Trust Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.