Arbor Wealth Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 5th, 2020*. For data support, email "". Views: 52 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Arbor Wealth Advisors, registered in 2013, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 1 advisors. Arbor Wealth Advisors manages $391.1 million and provides investment advisory services for 60 clients (1:60 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 19
Minimum Investment $500,000
Average Client Balance $6,517,604
Total AUM $391.1 million
Advisor / Client Ratio 1:60
Headquarters Troy, MI
SEC Filings View SEC IAPD CRD #169570
State(s) Registered FL, MI, TX

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.