Arbor Trust Wealth Advisors, LLC
Arbor Trust Wealth Advisors, LLC is an SEC-registered wealth manager in Ann Arbor, MI with $611.4M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Arbor Trust Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169611, SEC 801-78929, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $611.4M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Ann Arbor, MI
- Employees
- 13
- Clients
- 441
- CRD
- 169611
- Ownership
- SEWELL, CAROL, ANN; WINSLOW, JAMES, WILLIAM; INTERIM HOLDINGS, LLC; HAAPALA, GARY, DALE; Yarckow, Laura
How much AUM does Arbor Trust Wealth Advisors, LLC have?
Arbor Trust Wealth Advisors, LLC reported $611.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Arbor Trust Wealth Advisors, LLC?
Disclosed owners and executives of Arbor Trust Wealth Advisors, LLC include SEWELL, CAROL, ANN, WINSLOW, JAMES, WILLIAM, INTERIM HOLDINGS, LLC, HAAPALA, GARY, DALE, Yarckow, Laura. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.