Arbor Trust Wealth Advisors, LLC

Arbor Trust Wealth Advisors, LLC (CRD# 169611) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $155,094,293 in 673 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    673
    ACCOUNTS
  • Average Account Value
    $230,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Arbor Trust Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James W. Winslow
CRD#: 3226077
825 Victors Way, Suite 150, Ann Arbor, MI 48108
96
Wealthminder
score

James Winslow (CRD# 3226077) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 17 years of experience in the finance industry. James Winslow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary D. Haapala
CRD#: 6177586
825 Victors Way, Suite 150, Ann Arbor, MI 48108
89
Wealthminder
score

Gary Haapala (CRD# 6177586) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.

3
Charles N. Waterhouse
CRD#: 6363082
825 Victors Way, Suite 150, Ann Arbor, MI 48108
87
Wealthminder
score

Charles Waterhouse (CRD# 6363082) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.

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