ARBOR WEALTH ADVISORS LLC
CRD #169570 SEC #801-78796 TROY, MI (855) 927-2679
SEC Registered
Total AUM
$587.3M
Discretionary
$584M
Employees
1
Clients
51
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $587.3M | $584M | $3.3M | 1 | 8 |
| Jan 2024 | $514.3M | $511.3M | $3M | 1 | 8 |
| Feb 2023 | $443.2M | $440.7M | $2.5M | 1 | 8 |
| Feb 2022 | $498M | $494.8M | $3.1M | 1 | 8 |
| Feb 2021 | $435.2M | $431.9M | $3.2M | 1 | 8 |
| Feb 2021 | $435.2M | $431.9M | $3.2M | 1 | 8 |
| May 2020 | $391.1M | $388.5M | $2.6M | 1 | 9 |
| Feb 2020 | $391.1M | $388.5M | $2.6M | 1 | 9 |
| Mar 2019 | $328.1M | $326.3M | $1.9M | 1 | 7 |
| Apr 2018 | $349.6M | $341.8M | $7.8M | 1 | 6 |
| Mar 2018 | $349.6M | $341.8M | $7.8M | 1 | 6 |
| Feb 2018 | $349.6M | $341.8M | $7.8M | 1 | 6 |
| Jan 2017 | $296.8M | $295.5M | $1.2M | 1 | 26 |
| Jan 2016 | $271.5M | $270.1M | $1.4M | 1 | 26 |
| Jan 2016 | $243.2M | $243.2M | $0 | 1 | 26 |
| Jul 2015 | $243.2M | $243.2M | $0 | 1 | 26 |
| Feb 2015 | $243.2M | $243.2M | $0 | 1 | 26 |
| Feb 2014 | $213.5M | $213.5M | $0 | 1 | 26 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$587.3M
Discretionary$584M
Non-Disc.$3.3M
Employees1
Clients8
DateJan 2024
Total AUM$514.3M
Discretionary$511.3M
Non-Disc.$3M
Employees1
Clients8
DateFeb 2023
Total AUM$443.2M
Discretionary$440.7M
Non-Disc.$2.5M
Employees1
Clients8
DateFeb 2022
Total AUM$498M
Discretionary$494.8M
Non-Disc.$3.1M
Employees1
Clients8
DateFeb 2021
Total AUM$435.2M
Discretionary$431.9M
Non-Disc.$3.2M
Employees1
Clients8
DateFeb 2021
Total AUM$435.2M
Discretionary$431.9M
Non-Disc.$3.2M
Employees1
Clients8
DateMay 2020
Total AUM$391.1M
Discretionary$388.5M
Non-Disc.$2.6M
Employees1
Clients9
DateFeb 2020
Total AUM$391.1M
Discretionary$388.5M
Non-Disc.$2.6M
Employees1
Clients9
DateMar 2019
Total AUM$328.1M
Discretionary$326.3M
Non-Disc.$1.9M
Employees1
Clients7
DateApr 2018
Total AUM$349.6M
Discretionary$341.8M
Non-Disc.$7.8M
Employees1
Clients6
DateMar 2018
Total AUM$349.6M
Discretionary$341.8M
Non-Disc.$7.8M
Employees1
Clients6
DateFeb 2018
Total AUM$349.6M
Discretionary$341.8M
Non-Disc.$7.8M
Employees1
Clients6
DateJan 2017
Total AUM$296.8M
Discretionary$295.5M
Non-Disc.$1.2M
Employees1
Clients26
DateJan 2016
Total AUM$271.5M
Discretionary$270.1M
Non-Disc.$1.4M
Employees1
Clients26
DateJan 2016
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees1
Clients26
DateJul 2015
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2015
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2014
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0