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Arbor Trust Wealth Advisors, LLC

● SEC registered since 2014CRD 169611SEC# 801-78929Ann Arbor, MI
Export (members)
Reg. AUM
$611.7M
Employees
15
Accounts
1,463
Location
Ann Arbor, MI

Arbor Trust Wealth Advisors, LLC assets under management

Arbor Trust Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Ann Arbor, MI. The firm has been registered since 2014. It reports $611.7 million in regulatory assets under management and employs 15 people.
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Arbor Trust Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Carol Ann Sewell ControlManaging Partner25-50%2014
James William Winslow ControlManaging Partner25-50%2014
Kristina Marie Delongchamp ControlChief Operations OfficerUnder 5%2023
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Frequently asked questions

How much does Arbor Trust Wealth Advisors, LLC manage?

Arbor Trust Wealth Advisors, LLC reports $611.7 million in regulatory assets under management on its Form ADV.

How many employees does Arbor Trust Wealth Advisors, LLC have?

Arbor Trust Wealth Advisors, LLC reports 15 employees.

Where is Arbor Trust Wealth Advisors, LLC located?

Arbor Trust Wealth Advisors, LLC is based in Ann Arbor, MI and has been SEC-registered since 2014.

Does Arbor Trust Wealth Advisors, LLC disclose fund performance?

Arbor Trust Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address825 Victors Way, Suite 150, Ann Arbor, MI 48108
Phone(734) 389-7794
Fax(734) 389-7813
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1797135
Discloses disciplinary historyNo

Assets under management

Discretionary$597.9M
Non-discretionary$13.8M
Total (RAUM)$611.7M