# Arbor Wealth Advisors LLC

> Arbor Wealth Advisors LLC is an SEC-registered investment advisory firm in Troy, MI, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 169570
- Filed as: ARBOR WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169570
- AdvisorCensus page: https://advisorcensus.com/firm/arbor-wealth-advisors-llc-troy-mi-169570

## Quick answers

**How is Arbor Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arbor Wealth Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Arbor Wealth Advisors LLC located?**
Arbor Wealth Advisors LLC's principal office is in Troy, MI, according to its Form ADV.

**Is Arbor Wealth Advisors LLC registered with the SEC or a state?**
Arbor Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169570.

**How much does Arbor Wealth Advisors LLC manage?**
Arbor Wealth Advisors LLC reports $657,749,792 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (99% discretionary).

**How have Arbor Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Arbor Wealth Advisors LLC: Regulatory assets under management: $435,173,369 in the October 2021 data and $657,749,792 in the October 2026 data, up 51%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arbor Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (66).

**Which custodians does Arbor Wealth Advisors LLC use?**
Arbor Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Arbor Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169570

**What changed in Arbor Wealth Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $587,267,119 to $657,749,792 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $657,749,792
- Discretionary: $654,129,682
- Non-discretionary: $3,620,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,012,347 |
| High net worth individuals | 66 | $656,737,445 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arbor-wealth.com
- LinkedIn @arbor-wealth-advisors-llc
- X @ARBORWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,173,369 | 1 | February 11, 2021 |
| October 2022 | $497,970,931 | 1 | February 17, 2022 |
| October 2023 | $443,165,244 | 1 | February 17, 2023 |
| October 2024 | $514,339,328 | 1 | January 30, 2024 |
| October 2025 | $587,267,119 | 1 | March 4, 2025 |
| October 2026 | $657,749,792 | 1 | February 10, 2026 |

Regulatory assets under management: $435,173,369 in the October 2021 data and $657,749,792 in the October 2026 data, up 51%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $587,267,119 to $657,749,792 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arbor Wealth Advisors LLC (CRD 169570): Form ADV filing data as of October 2026.