ANN ARBOR, MICRD 169611Latest ADV February 25, 2026
Arbor Trust Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated February 25, 2026, reports $611M in regulatory assets under management, 13 employees, and 1,295 accounts.
Assets Under Management
$611M
Employees
13
Offices
--
Total Clients
441
Primary office
ANN ARBOR, MI
825 VICTORS WAY, SUITE 150, ANN ARBOR, MI, United States
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
260
2
HNWI
41.0%
181
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$611Mas of February 25, 2026
Discretionary98.7%
$603M
99% of total RAUM98.7%
Non-discretionary1.3%
$8M
1% of total RAUM1.3%
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$611M
Total Accounts1,295
10Y AUM Change+$394M (+181.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change+7 (+116.7%)
* 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.