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 registered investment adviser organized as an LLC and operating since 2013. The firm serves individual and family clients and acts as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model is non-percentage-based—clients are billed on an hourly or fixed-fee basis. Arbor Wealth does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm appeared on investor.com’s "Top RIA Firms to Watch" list in 2020.
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 1AARON ANDREAS
FounderCRD 4369291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$119M in ETFs
89%
$106M
8%
$13.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $33.2M | 169,322 | 27.89% |
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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