Arbor Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated February 10, 2026, reports $658M in regulatory assets under management, 1 employee, and 286 accounts.
Assets Under Management
$658M
Employees
1
Offices
--
Total Clients
66
Primary office
TROY, MI
801 W BIG BEAVER ROAD, SUITE 300, TROY, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
66
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$658Mas of February 10, 2026
Discretionary99.4%
$654M
99% of total RAUM99.4%
Non-discretionary0.6%
$4M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$658M
Total Accounts286
10Y AUM Change+$361M (+121.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee66:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.