PPrivate Fund Data Log in Join · $37/mo

Arbor Wealth Advisors LLC

● SEC registered since 2013CRD 169570SEC# 801-78796Troy, MI
Export (members)
Reg. AUM
$587.3M
Employees
1
Accounts
283
Location
Troy, MI

Arbor Wealth Advisors LLC assets under management

Arbor Wealth Advisors LLC operates as an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2013. It reports $587.3 million in regulatory assets under management and employs 1 people.
www.linkedin.com/company/arbor-wealth-advisors-llc/aboutView on SEC.gov ↗

Arbor Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Aaron Ray Andreas ControlManaging Member, Principal And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Arbor Wealth Advisors LLC manage?

Arbor Wealth Advisors LLC reports $587.3 million in regulatory assets under management on its Form ADV.

How many employees does Arbor Wealth Advisors LLC have?

Arbor Wealth Advisors LLC reports 1 employees.

Where is Arbor Wealth Advisors LLC located?

Arbor Wealth Advisors LLC is based in Troy, MI and has been SEC-registered since 2013.

Does Arbor Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address101 West Big Beaver Road, Suite 1400, Troy, MI 48084
Phone(855) 927-2679
Fax(248) 251-0174
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$584M
Non-discretionary$3.3M
Total (RAUM)$587.3M