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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierMeridian alpha +more
- Established Date
- 01-03-2014
- Office Locations
- 1
Office Locations
About Arbor Trust Wealth Advisors, LLC
Arbor Trust Wealth Advisors (Ann Arbor, MI) provides personalized wealth planning and investment management for retail and institutional clients, including financial planning, estate and charitable planning, insurance, and portfolio construction. The firm emphasizes goal-based, objective advice and diversified allocations using mutual funds and ETFs, with capabilities in fixed income, alternatives (real estate/hedge funds), and socially responsible investing. Custody includes Charles Schwab; tech stack includes Envestnet/eMoney.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SONIA SUNIK PATEL
Chief Investment Officer
- CRD
- #3157909
- Ownership
- 25% but less than 50%
CAROL ANN SEWELL
Chief Compliance Officer, Managing Partner, PARTNER, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Oak pathway
Oak catalyst
- CRD
- #88933
- Ownership
- 30.1%
Showing 2 of 5 owners & executives
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Andrew Joseph Settecerri
Financial Advisor
- CRD
- #6866102
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $603,202,539 | $467,599 |
| Non-Discretionary | $8,199,963 | $1,639,993 |
| Total | $611,402,502 | $472,125 |
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Separately Managed Accounts
Total SMA Asset: $611,402,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,275,857,492 | 18.2% |
| Equity - Exchange | $792,153,278 | 11.3% |
| Municipal Bonds | $1,261,837,080 | 18.0% |
| Cash | $1,976,878,091 | 28.2% |
| U.S. Government/Agency | $1,703,480,057 | 24.3% |
| Total | $7,010,205,998 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX EMBER | QUANTUM CATALYST | A4B83NM7M | ZJBR | 7.38% | $41,354,254 |
| VERTEX HARBOR VERTEX | VALUE VITAL | GM3B7AZFW | IMOMB | 7.68% | $41,862,563 |
| VITAL FOUNDATION | PATHWAY LEGACY | EDDRX7GRF | CRKDZ | 8.02% | $114,970,607 |
| PRIME NORTH BEACON | ATLAS INSIGHT | 84216RC3H | NDC | 6.32% | $47,481,084 |
| WAVE SIGNAL | FOCUS OAK | T706XXLVH | YXN | 1.52% | $104,212,496 |
| MOMENTUM CATALYST RADIAL | INSIGHT ELEMENT | LLP94IZJI | JXZI | 12.00% | $81,407,909 |
| INSIGHT ZENITH ZENITH | PIONEER FRONTIER | FQFRNVJAW | CDAFJ | 2.39% | $106,801,491 |
| PATHWAY PRIME | SUMMIT ATLAS | 4QFPIKP6Q | LWDP | 4.62% | $8,686,845 |