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
15
Clients
101
Accounts
1,463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $611.7M | $597.9M | $13.8M | 15 | 0 |
| Mar 2025 | $611.7M | $597.9M | $13.8M | 15 | 0 |
| Mar 2025 | $611.7M | $597.9M | $13.8M | 15 | 0 |
| Mar 2024 | $527.6M | $515.4M | $12.3M | 13 | 0 |
| Jan 2024 | $450.6M | $445.2M | $5.4M | 10 | 0 |
| Feb 2023 | $450.6M | $445.2M | $5.4M | 10 | 0 |
| Feb 2022 | $486.9M | $481.2M | $5.7M | 11 | 0 |
| Oct 2021 | $417.5M | $411.6M | $6M | 10 | 0 |
| Jun 2021 | $417.5M | $411.6M | $6M | 10 | 0 |
| Mar 2021 | $417.5M | $411.6M | $6M | 10 | 0 |
| Nov 2020 | $366.1M | $366.1M | $0 | 9 | 0 |
| May 2020 | $366.1M | $366.1M | $0 | 9 | 0 |
| Mar 2020 | $366.1M | $366.1M | $0 | 9 | 0 |
| Mar 2019 | $288.9M | $288.9M | $0 | 8 | 0 |
| Aug 2018 | $263.8M | $263.8M | $0 | 8 | 0 |
| Mar 2018 | $263.8M | $263.8M | $0 | 8 | 0 |
| Nov 2017 | $217.3M | $217.3M | $0 | 8 | 5 |
| May 2017 | $217.3M | $217.3M | $0 | 6 | 300 |
| Mar 2017 | $217.3M | $217.3M | $0 | 6 | 300 |
| Mar 2016 | $155.1M | $155.1M | $0 | 6 | 200 |
| Sep 2015 | $116.8M | $116.8M | $0 | 6 | 0 |
| Mar 2015 | $116.8M | $116.8M | $0 | 6 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$611.7M
Discretionary$597.9M
Non-Disc.$13.8M
Employees15
Clients0
DateMar 2025
Total AUM$611.7M
Discretionary$597.9M
Non-Disc.$13.8M
Employees15
Clients0
DateMar 2025
Total AUM$611.7M
Discretionary$597.9M
Non-Disc.$13.8M
Employees15
Clients0
DateMar 2024
Total AUM$527.6M
Discretionary$515.4M
Non-Disc.$12.3M
Employees13
Clients0
DateJan 2024
Total AUM$450.6M
Discretionary$445.2M
Non-Disc.$5.4M
Employees10
Clients0
DateFeb 2023
Total AUM$450.6M
Discretionary$445.2M
Non-Disc.$5.4M
Employees10
Clients0
DateFeb 2022
Total AUM$486.9M
Discretionary$481.2M
Non-Disc.$5.7M
Employees11
Clients0
DateOct 2021
Total AUM$417.5M
Discretionary$411.6M
Non-Disc.$6M
Employees10
Clients0
DateJun 2021
Total AUM$417.5M
Discretionary$411.6M
Non-Disc.$6M
Employees10
Clients0
DateMar 2021
Total AUM$417.5M
Discretionary$411.6M
Non-Disc.$6M
Employees10
Clients0
DateNov 2020
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$288.9M
Discretionary$288.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees8
Clients5
DateMay 2017
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2015
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0