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ARBORFI ADVISORS, LLC

ANN ARBOR, MI · CRD 305009 · IAPD ↗ · 734-345-6980

$148.4MRegulatory AUM
2Advisory reps
2Employees
7Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — ARBORFI ADVISORS, LLC reported RAUM up 30% ($114.2M -> $148.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — ARBORFI ADVISORS, LLC (ANN ARBOR, MI) is newly SEC-registered with $114.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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