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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 30, 2025 and June 26, 2026, reported AUM decreased 0.1%, from $611.7M to $611.4M.
Across 5 reported observations, AUM increased 25.6% between February 17, 2022 and June 26, 2026, from $486.9M to $611.4M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 3 advisory representatives and 441 clients, or 147 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
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The full Arbor Trust Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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
SMA allocation detail is available
Arbor Trust Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Arbor Trust Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.