Arbor Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$657,749,792
Total clients
66
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
66
Average account size
$9,965,906
About
Arbor Wealth serves individual and high‑net‑worth clients, providing discretionary investment management alongside project‑based financial planning and consulting. Its investment management work typically implements client objectives through portfolios of no‑load mutual funds and ETFs and, where appropriate, separately managed fixed income portfolios.
The firm's investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold emphasis, favoring broadly diversified, low‑cost passive funds and using Monte Carlo analysis to inform planning and asset‑allocation decisions. For dedicated fixed income services Arbor Wealth prepares separate Fixed Income Investment Policy Statements and delegates discretionary trading authority to a retained third‑party fixed income manager.
Arbor Wealth is notable for operating as a solo advisor while managing approximately $657.7 million in client assets, producing an unusually high AUM‑per‑advisor profile for its category. It also departs from common practice among peers by charging fixed annual retainer fees rather than percentage‑of‑AUM fees and by contracting with Focus Partners Advisor Solutions (FPAS) for fixed‑income management and back‑office services, with a related succession agreement involving Focus Partners Wealth.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
May charge fixed fees for consulting services based on estimate of hours; fixed fees for investment management services range generally from $8,000 to $50,000
$300 per hour for financial planning/consulting services
Account minimum: $500,000 for fixed income portfolio management services; generally no minimum for other services but a minimum annual fee applies Minimum fee: Minimum annual fee for investment management services generally ranges from $8,000 to $50,000 depending on service complexity; minimum annual fee applies for portfolio management services
Main office location
Arbor Wealth Advisors LLC
801 W Big Beaver Road, Suite 300
Troy MI 48084, United States
Number of offices
1
Most active in
Arbor Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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