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ARBOR WEALTH ADVISORS LLC
CRD 169570File 801-78796
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$657.7M
Above cohort median (national)
Discretionary AUM
$654.1M
Non-discretionary $3.6M
Clients
66
286 accounts
Employees
1
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 2, 2013
- Principal office
- 801 W BIG BEAVER ROAD, SUITE 300, TROY, MI, 48084
- Phone
- (855) 927-2679
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $657.7M
- Discretionary AUM
- $654.1M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 271
- Non-discretionary accounts
- 15
- Total accounts
- 286
- AUM per client
- $10.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $656.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.