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, SEC-registered registered investment adviser organized as an LLC and overseen by an individual owner. The firm serves primarily individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Arbor acts as a capital allocator and bills clients through hourly charges and fixed fees. It was identified on investor.com’s "Top RIA Firms to Watch" list in 2020. The firm does not position itself as an ESG-focused manager.
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 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
$135M in ETFs
88%
$119M
9%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $37.3M | 171,136 | 27.54% |
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
Similar firms
FSA Advisors, Inc.
RIATroy, MI
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
RIATroy, MI
Baron Wealth Management, LLC
RIATroy, MI
MKD Wealth
RIATroy, MI
Secure Asset Management, L.L.C.
RIATroy, MI
Ss&H Financial Advisors, Inc.
RIATroy, MI