Arbor Trust Wealth Advisors, LLC

Arbor Trust Wealth Advisors, LLC (CRD# 169611) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $527,644,441 in 1,318 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
825 Victors Way, Suite 150, Ann Arbor, MI 48108
https://www.arbortrust.com
By the Numbers
  • Total Assets Under Management
    528
    MILLION
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $400,337
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NE, NH, OH, TX

Financial Advisors at Arbor Trust Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gary Haapala, financial advisor Ann Arbor MI
Gary D. Haapala
CRD#: 6177586
825 Victors Way, Suite 150, Ann Arbor, MI 48108

Gary Haapala (CRD# 6177586) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry.

2
Charles Waterhouse, financial advisor Ann Arbor MI
Charles N. Waterhouse
CRD#: 6363082
825 Victors Way, Suite 150, Ann Arbor, MI 48108

Charles Waterhouse (CRD# 6363082) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 7 years of experience in the finance industry.

3
James Winslow, financial advisor Ann Arbor MI
James W. Winslow
CRD#: 3226077
825 Victors Way, Suite 150, Ann Arbor, MI 48108

James Winslow (CRD# 3226077) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 24 years of experience in the finance industry.

4
Sonia Patel, financial advisor Ann Arbor MI
Sonia S. Patel
CRD#: 3157909
825 Victors Way, Suite 150, Ann Arbor, MI 48108

Sonia Patel (CRD# 3157909) is an Investment Advisor Representative working at Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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