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ARBOR WEALTH ADVISORS LLC

TROY, MI · CRD 169570 · IAPD ↗ · (855) 927-2679

$657.7MRegulatory AUM
1Advisory reps
1Employees
8Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2024 — ARBOR WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($443.2M -> $514.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.