Arbor Trust Wealth Advisors, LLC
● SEC registered since 2014CRD 169611SEC# 801-78929Ann Arbor, MI
Reg. AUM
$611.4M
Employees
13
Accounts
1,295
Location
Ann Arbor, MI
Arbor Trust Wealth Advisors, LLC assets under management
Arbor Trust Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Ann Arbor, MI. The firm has been registered since 2014. It reports $611.4 million in regulatory assets under management and employs 13 people.
Arbor Trust Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Ann Sewell Control | Managing Partner | 25-50% | 2014 |
| James William Winslow Control | Managing Partner | 25-50% | 2014 |
| Kristina Marie Delongchamp Control | Chief Operations Officer | Under 5% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Arbor Trust Wealth Advisors, LLC manage?
Arbor Trust Wealth Advisors, LLC reports $611.4 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Trust Wealth Advisors, LLC have?
Arbor Trust Wealth Advisors, LLC reports 13 employees.
Where is Arbor Trust Wealth Advisors, LLC located?
Arbor Trust Wealth Advisors, LLC is based in Ann Arbor, MI and has been SEC-registered since 2014.
Does Arbor Trust Wealth Advisors, LLC disclose fund performance?
Arbor Trust Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Victors Way, Suite 150, Ann Arbor, MI 48108 |
| Phone | (734) 389-7794 |
| Fax | (734) 389-7813 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1797135 |
| Discloses disciplinary history | No |
Regulatory AUM
$611.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$611.4Mregulatory AUM
Discretionary $603.2MNon-discretionary $8.2M