$657.7M Total AUM
$654.1M Disc. AUM
14.5% 3Y CAGR
1 Employees
74 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2013
- Office Locations
- 1
Office Locations
801 W BIG Beaver Road Suite 300 Troy MI
About Arbor Wealth Advisors LLC
Arbor Wealth Advisors is an independent RIA serving financially established executives and retirees with flat annual, complexity-based fees (no commissions or AUM-based pricing). The firm emphasizes long-term, evidence-based investing over stock picking or market timing and provides objective planning across retirement, tax, and estate considerations. Custodied at major platforms such as Schwab and Fidelity.
Team overview
-- AVG AGE
$657.7M AVG AUM / ADVISOR
$8.9M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AARON RAY ANDREAS
Chief Compliance Officer, Founder, Managing Member, PRINCIPAL
- CRD
- #4369291
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,129,682 | $2,413,763 |
| Non-Discretionary | $3,620,110 | $241,341 |
| Total | $657,749,792 | $2,299,824 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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