Arbor Wealth Advisors LLC
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 169570
- Registered since
- December 2, 2013
- Website
- arbor-wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI99.85%
- Individuals0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Arbor Wealth Advisors LLC is an independent, individual-owned RIA that describes itself as a capital allocator working primarily with individual and family clients. The firm is SEC-registered (registered in 2013) and delivers fee-for-service financial planning, portfolio management for individuals and small businesses, and selection of external advisers. Fee arrangements include hourly and fixed fees rather than asset-based percentages. Arbor does not present itself as an active ESG investor. Investor.com recognized the firm in 2020 on a “Top RIA Firms to Watch” list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Cash & Cash Equivalents13%
- US Government Bonds8%
- State & Local Bonds7%
- Exchange Traded Equities6%
Contacts
1 of 1
Aaron Andreas
FounderCRD 4369291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$134M in ETFs
87%
$117M
9%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $37.3M | 172,441 | 27.72% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 801 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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