ARBOR WEALTH ADVISORS LLC
Adviser information for ARBOR WEALTH ADVISORS LLC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 266 | $511.3M |
Non-Discretionary | 16 | $3.0M |
Total | 282 | $514.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $777,722 |
HNW Individuals | 65 | $513.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 8 |
No. of Non-U.S. Clients | 2 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | Hourly chargesFixed fees |
Principal Office
101 WEST BIG BEAVER ROADSUITE 1400
TROY
MI
United States
Monday - Friday, 9AM - 5PM
Tel: (855) 927-2679, Fax: (248) 251-0174
Chief Compliance Officer
AARON R. ANDREAS
PRINCIPAL
101 WEST BIG BEAVER ROAD
SUITE 1400
TROY
MI
United States
Tel:
(855) 927-2679
Fax:
(248) 251-0174
A*******@***************M
(Full email address available in API data)
Regulatory Contact
CHRIS STANLEY
FOUNDING PRINCIPAL, BEACH STREET LEGAL
PO BOX 31681
DES PERES
MO
United States
Tel:
(314) 441-6191
T***@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ANDREAS, AARON, RAY | Individual | – | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 10/2013 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMERICAN CENTY ETF TR | US SML CP VALU | 649K | 7K | 0 |
APPLE INC | COM | 307K | 1K | 0 |
APTIV PLC | SHS | 1M | 18K | 0 |
AT&T INC | COM | 309K | 16K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | 0 |
BORGWARNER INC | COM | 3M | 108K | 0 |
CATERPILLAR INC | COM | 778K | 2K | 0 |
COCA COLA CO | COM | 474K | 7K | 0 |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 655K | 10K | 0 |
CUSTOM TRUCK ONE SOURCE INC | COM CL A | 66K | 15K | 0 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4M | 117K | 0 |
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 286K | 5K | 0 |
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 205K | 8K | 0 |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 807K | 21K | 0 |
DTE ENERGY CO | COM | 423K | 4K | 0 |
EATON CORP PLC | SHS | 394K | 1K | 0 |
FORD MTR CO DEL | COM | 2M | 139K | 0 |
GENERAL DYNAMICS CORP | COM | 898K | 3K | 0 |
ISHARES TR | CORE S&P SCP ETF | 408K | 4K | 0 |
ISHARES TR | CORE S&P500 ETF | 2M | 3K | 0 |
ISHARES TR | RUS 1000 ETF | 501K | 2K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 333K | 2K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 200K | 550 | 0 |
JPMORGAN CHASE & CO. | COM | 630K | 3K | 0 |
LEAR CORP | COM NEW | 2M | 14K | 0 |
LEGGETT & PLATT INC | COM | 701K | 61K | 0 |
MICROSOFT CORP | COM | 1M | 2K | 0 |
RTX CORPORATION | COM | 231K | 2K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 470K | 10K | 0 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 2M | 26K | 0 |
VANGUARD BD INDEX FDS | INTERMED TERM | 298K | 4K | 0 |
VANGUARD INDEX FDS | SMALL CP ETF | 10M | 45K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 25M | 157K | 0 |
VANGUARD INDEX FDS | SM CP VAL ETF | 6M | 35K | 0 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 503K | 6K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 16K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 748K | 1K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 800K | 18K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 3M | 23K | 0 |
VANGUARD MALVERN FDS | STRM INFPROIDX | 337K | 7K | 0 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1M | 7K | 0 |
VANGUARD STAR FDS | VG TL INTL STK F | 17M | 280K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 38K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 582K | 5K | 0 |