Arbor Trust Wealth Advisors, LLC

Overview

Arbor Trust Wealth Advisors, LLC is an SEC registered investment adviser based in Ann Arbor, MI, registered since 2014. It reports $611M in assets under management across 1,295 accounts, with 13 employees. It has 3 investment adviser representatives.

Reported AUM

$611M

Discretionary

99%

Accounts

1,295

Average account

$472K

Employees

13

Advisory reps

3

Registered since

2014

Jurisdictions

8

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Carol Ann Sewell Managing Partner CRD 6363057
• James William Winslow Managing Partner CRD 3226077
• Kristina Marie Delongchamp Chief Operating Officer CRD 4579858

2 more executive officers, with direct contact details

Advisory reps 3 of 3

• Sonia Sunik Patel Investment Adviser Rep CRD 3157909
• Andrew Joseph Settecerri Investment Adviser Rep CRD 6866102
• James William Winslow Investment Adviser Rep CRD 3226077

Location

Headquarters

825 Victors Way Ste 150
Ann Arbor, MI 48108

County

Washtenaw

Metro area

Ann Arbor, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: arbortrust.com

Every state, with registration dates

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