Arbor Trust Wealth Advisors, LLC
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
FINTRXOverview
Arbor Trust Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2014. The firm serves individual and family clients and is owned by an individual. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, with pension consulting also offered. Fee arrangements include a percentage of assets under management plus options for hourly and fixed-fee engagements. Arbor Trust is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds51%
- Exchange Traded Equities40%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
2 of 2
Sonia Patel
Partner, Chief Investment OfficerCRD 3157909
Kristina Delongchamp
Chief Operations OfficerCRD 4579858
Contacts
3 of 4
Carol Sewell
Partner, Senior Financial AdvisorCRD 6363057
James Winslow
Partner, Senior Financial AdvisorCRD 3226077
Laura Yarckow
Operations ManagerCRD 7846061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$148M in ETFs
84%
$124M
13%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $17.3M | 698,930 | 11.70% |
Location
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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