ARBOR TRUST WEALTH ADVISORS, LLC

825 Victors Way
Suite 150
Ann Arbor, Michigan 48108
Tel: (734) 389-7794

About ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC, formally registered with the SEC as ARBOR TRUST WEALTH ADVISORS, LLC. The firm was established in 01/03/2014. They have over 1 offices throughout the country.

ARBOR TRUST WEALTH ADVISORS, LLC is a Ann Arbor, Michigan based Financial Planning firm with nearly $611,719,592 assets under management, offering retirement planning & investment advisory services to 1463 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169611
SEC#	801-78929
Assets Managed by Firm	$611,719,592
No. of Clients	1463
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1463	$611,719,592
Individuals (other than high net worth individuals)	352	$103,137,169
High net worth individuals	184	$468,335,421
Pension and profit sharing plans	9	$13,785,304
Charitable organizations	Fewer than 5 clients	$24,805,190

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