Arbor Trust Wealth Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$611M
Discretionary
$603M
99% of AUM
Avg account
$472K
Accounts
1,295
Employees
13
Advisory reps
6

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
169611
Registered since
January 3, 2014
Website
arbortrust.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.5%
  • Individuals14.54%
  • Charitable Organizations4.36%
  • Pension & Profit Sharing Plans1.34%
  • State / Municipal Government0.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor operating as a limited liability company. The firm registered with the SEC in 2014 and is owned by an individual proprietor. Its core client base is individuals and families, and it charges clients via a mix of asset-based fees, hourly billing, and fixed fees. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not organized as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 40%, State & Local Bonds 5%, Cash & Cash Equivalents 3%, US Government Bonds 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities40%
  • State & Local Bonds5%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Sonia Patel

    Sonia Patel

    Partner, Chief Investment OfficerCRD 3157909

  • Kristina Delongchamp

    Chief Operations OfficerCRD 4579858

Contacts

3 of 4
  • Carol Sewell

    Carol Sewell

    Partner, Senior Financial AdvisorCRD 6363057

  • James Winslow

    James Winslow

    Partner, Senior Financial AdvisorCRD 3226077

  • Laura Yarckow

    Operations ManagerCRD 7846061

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$160M in ETFs

Passive

84%

$134M

Active

12%

$25.8M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$19.3M697,93212.08%
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Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
825 Victors Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth