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Arbor Trust Wealth Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor based in Ann Arbor, Michigan. The firm provides financial planning, investment management, and estate and trust administration services to clients, aiming to deliver a comprehensive wealth management strategy. It operates as a fiduciary, offering independent guidance without outside influence and prioritizing clients’ needs.

The company serves clients nationwide and maintains the regulatory registrations and licenses required by the states in which it conducts business. As a relatively small to mid-sized firm in the financial services industry, Arbor Trust combines planning, estate considerations, and investment strategy within a client-centric model anchored in Michigan.

Find Arbor Trust Wealth Advisors employees' phone numbers or email addresses

Arbor Trust Wealth Advisors Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Arbor Trust Wealth Advisors's Leadership

  • Coo at Arbor Trust Wealth Advisors
    K. D.
    Coo
    Mobile Phone
  • Chief Compliance Officer at Arbor Trust Wealth Advisors
    L. Y.
    Chief Compliance Officer
    Mobile Phone
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    C. S.
    Partner, Senior Financial Advisor
    Mobile Phone
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    C. W.
    Partner, Senior Financial Advisor
    Mobile Phone
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    J. W.
    Partner, Senior Financial Advisor
    Mobile Phone
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    S. S. P.
    Partner, Senior Financial Advisor
    Mobile Phone
  • Financial Planner And Portfolio Manager at Arbor Trust Wealth Advisors
    E. S.
    Financial Planner And Portfolio Manager
    Mobile Phone
  • Principal at Arbor Trust Wealth Advisors
    A. A.
    Principal
    Mobile Phone

Arbor Trust Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Arbor Trust Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Coo at Arbor Trust Wealth Advisors
    K. D.
    Coo
    Mobile Phone
    United States, Michigan
    Feb 18, 2026
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    C. S.
    Partner, Senior Financial Advisor
    Mobile Phone
    United States, Michigan
    May 07, 2026
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    C. W.
    Partner, Senior Financial Advisor
    Mobile Phone
    United States, Michigan
    Oct 14, 2025
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    J. W.
    Partner, Senior Financial Advisor
    Mobile Phone
    United States, Michigan
    Oct 14, 2025
  • Chief Compliance Officer at Arbor Trust Wealth Advisors
    L. Y.
    Chief Compliance Officer
    Mobile Phone
    United States, Michigan
    Apr 08, 2026
  • Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
    S. S. P.
    Partner, Senior Financial Advisor
    Mobile Phone
    United States, Michigan
    Dec 19, 2025
  • Financial Planner And Portfolio Manager at Arbor Trust Wealth Advisors
    E. S.
    Financial Planner And Portfolio Manager
    Mobile Phone
    United States, Virginia
    Sep 05, 2025
  • Principal at Arbor Trust Wealth Advisors
    A. A.
    Principal
    Mobile Phone
    United States, Michigan
    Feb 06, 2025
  • Financial Advisor at Arbor Trust Wealth Advisors
    A. S.
    Financial Advisor
    Mobile Phone
    United States, Michigan
    Nov 10, 2025
  • Trust And Estate Specialist at Arbor Trust Wealth Advisors
    J. F.
    Trust And Estate Specialist
    Mobile Phone
    United States, Michigan
    Nov 11, 2025

Frequently Asked Questions

What is Arbor Trust Wealth Advisors known for?

Minus sign iconPlus sign iconArbor Trust Wealth Advisors was founded in 2014 and operates in the Financial Services industry. You can contact Arbor Trust Wealth Advisors's main corporate office by phone at
+1-734-389-****
. Explore Arbor Trust Wealth Advisors's company overview page for more information.

What is Arbor Trust Wealth Advisors's most common email format?

Minus sign iconPlus sign iconArbor Trust Wealth Advisors employees' email format typically follows the pattern of FLast@arbortrust.com. Trying to find reliable and up-to-date employee contact data? Find more Arbor Trust Wealth Advisors email formats with LeadIQ.

How many employees does Arbor Trust Wealth Advisors have currently?

Minus sign iconPlus sign iconArbor Trust Wealth Advisors has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Arbor Trust Wealth Advisors's key employees and leadership?

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As of August 2026, Arbor Trust Wealth Advisors's key employees include:

  • Coo: K. D.
  • Chief Compliance Officer: L. Y.
  • Partner, Senior Financial Advisor: C. S.
  • Partner, Senior Financial Advisor: C. W.
  • Partner, Senior Financial Advisor: J. W.

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