← Tributary

ARBOR TRUST WEALTH ADVISORS, LLC

ANN ARBOR, MI · CRD 169611 · IAPD ↗ · (734) 389-7794

$611.4MRegulatory AUM
3Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — ARBOR TRUST WEALTH ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — ARBOR TRUST WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($450.6M -> $527.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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