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Sonia Sunik Patel

Chief Investment OfficerArbor Trust Wealth Advisors, LLCCRD 3157909

About Sonia Sunik Patel

Sonia Sunik Patel is listed as Chief Investment Officer at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Arbor Trust Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sonia Sunik Patel work?

Sonia Sunik Patel is listed as Chief Investment Officer at Arbor Trust Wealth Advisors, LLC on SEC Form ADV.

How much of Arbor Trust Wealth Advisors, LLC does Sonia Sunik Patel own?

Form ADV reports a beneficial ownership band of 25-50%.

Arbor Trust Wealth Advisors, LLC

TitleChief Investment Officer
Ownership25-50%
Control personYes
Since2023