# West Arbor Solutions, LLC

> West Arbor Solutions, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 320961
- Filed as: WEST ARBOR SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320961
- AdvisorCensus page: https://advisorcensus.com/firm/west-arbor-solutions-llc-320961

## Quick answers

**How is West Arbor Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), West Arbor Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is West Arbor Solutions, LLC registered with the SEC or a state?**
West Arbor Solutions, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 320961.

**How much does West Arbor Solutions, LLC manage?**
West Arbor Solutions, LLC reports $23,680,000 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does West Arbor Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (10).

**Does West Arbor Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/320961

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,680,000
- Discretionary: $23,680,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $11,370,367 |
| High net worth individuals | 10 | $12,309,633 |
| 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westarborsolutions.com
- LinkedIn @west-arbor-solutions

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Arbor Solutions, LLC (CRD 320961): Form ADV filing data as of October 2026.