ARBOR TRUST WEALTH ADVISORS, LLC

CRD #169611 SEC #801-78929 ANN ARBOR, MI (734) 389-7794

SEC Registered

Total AUM

$611.7M

Discretionary

$597.9M

Employees

Clients

101

Accounts

1,463

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 30, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DELONGCHAMP, KRISTINA, MARIE	I	CHIEF OPERATIONS OFFICER	NA	Control
DELONGCHAMP, KRISTINA, MARIE	I	CHIEF OPERATIONS OFFICER	NA	Control
DELONGCHAMP, KRISTINA, MARIE	I	CHIEF OPERATIONS OFFICER	NA	Control
DELONGCHAMP, KRISTINA, MARIE	I	CHIEF OPERATIONS OFFICER	NA	Control
DELONGCHAMP, KRISTINA, MARIE	I	CHIEF OPERATIONS OFFICER	NA	Control
FLOOD, KEITH, OWEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FLOOD, KEITH, OWEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRO TEM HOLDINGS, LLC	DE	MANAGER	NA	Control
PRO TEM HOLDINGS, LLC	DE	MANAGER	NA	Control
Yarckow, Laura	I	CHIEF COMPLIANCE OFFICER	NA	Control
Yarckow, Laura	I	CHIEF COMPLIANCE OFFICER	NA	Control
Yarckow, Laura	I	CHIEF COMPLIANCE OFFICER	NA	Control
Yarckow, Laura	I	CHIEF COMPLIANCE OFFICER	NA	Control
Yarckow, Laura	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MEMBER	E	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY	I	MANAGING MEMBER	C	Control
HAAPALA, GARY, DALE	I	MANAGING PARTNER	C	Control
HAAPALA, GARY, DALE	I	MANAGING PARTNER	C	Control
HAAPALA, GARY, DALE	I	MANAGING PARTNER	C	Control
HAAPALA, GARY, DALE	I	MANAGING PARTNER	C	Control
PATEL, SONIA, SUNIK	I	CHIEF INVESTMENT OFFICER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	C	Control
SEWELL, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	C	Control
SEWELL, CAROL, ANN	I	MANAGING PARTNER	C	Control
SEWELL, CAROL, ANN	I	MANAGING PARTNER	C	Control
SEWELL, CAROL, ANN	I	MANAGING PARTNER	C	Control
SEWELL, CAROL, ANN	I	MANAGING PARTNER	C	Control
SEWELL, CAROL, ANN	I	MANAGING PARTNER	C	Control
SEWELL, CAROL, DALE	I	CHIEF COMPLIANCE OFFICER AND MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING MEMBER	C	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING MEMBER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING PARTNER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING PARTNER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING PARTNER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING PARTNER	C	Control
WINSLOW, JAMES, WILLIAM	I	MANAGING PARTNER	C	Control
PATEL, SONIA, SUNIK	I	CHIEF INVESTMENT OFFICER	B	Control
PATEL, SONIA, SUNIK	I	PARTNER	B	Control
PATEL, SONIA, SUNIK	I	CHIEF INVESTMENT OFFICER	B	Control
PATEL, SONIA, SUNIK	I	CHIEF INVESTMENT OFFICER	B	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING PARTNER	B	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING PARTNER	B	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING PARTNER	B	Control
WATERHOUSE, CHARLES, NELSON	I	MANAGING PARTNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
PKS HOLDINGS, LLC	DE	PRO TEM HOLDINGS, LLC	E	Control
PKS HOLDINGS, LLC	DE	PRO TEM HOLDINGS, LLC	E	Control
PURCELL, JOHN, PETER	I	PKS HOLDINGS, LLC	C	Control
PURCELL, JOHN, PETER	I	PKS HOLDINGS, LLC	C	Control
STAFF, MICHAEL, THEODORE	I	PKS HOLDINGS, LLC	C	Control
STAFF, MICHAEL, THEODORE	I	PKS HOLDINGS, LLC	C	Control

Registrations

Federal

May 30, 2025 REGISTERED

Notice Filings (8)

CA FL IL MI NE NH OH TX

Address

825 VICTORS WAY
SUITE 150
ANN ARBOR, MI 48108
United States

Phone: (734) 389-7794