Arbor Trust Wealth Advisors logo

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
15

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  • United States Of America
    15

Arbor Trust Wealth Advisors's Leadership

  • Stylized image of a person
    K. D.
    Coo
    Phone icon
  • Stylized image of a person
    L. Y.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    C. S.
    Partner, Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    C. W.
    Partner, Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    J. W.
    Partner, Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    S. S. P.
    Partner, Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    E. S.
    Financial Planner And Portfolio Manager
    Phone icon
  • Stylized image of a person
    A. A.
    Principal
    Phone icon

Arbor Trust Wealth Advisors Employee Metrics

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

Contact profiles from Arbor Trust Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. D.
    Coo
    Phone icon
    United StatesMichigan
    Feb 18, 2026
  • Stylized image of a person
    C. S.
    Partner, Senior Financial Advisor
    Phone icon
    United StatesMichigan
    May 07, 2026
  • Stylized image of a person
    C. W.
    Partner, Senior Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 14, 2025
  • Stylized image of a person
    J. W.
    Partner, Senior Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 14, 2025
  • Stylized image of a person
    L. Y.
    Chief Compliance Officer
    Phone icon
    United StatesMichigan
    Apr 08, 2026
  • Stylized image of a person
    S. S. P.
    Partner, Senior Financial Advisor
    Phone icon
    United StatesMichigan
    Dec 19, 2025
  • Stylized image of a person
    E. S.
    Financial Planner And Portfolio Manager
    Phone icon
    United StatesVirginia
    Sep 05, 2025
  • Stylized image of a person
    A. A.
    Principal
    Phone icon
    United StatesMichigan
    Feb 06, 2025
  • Stylized image of a person
    A. S.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Nov 10, 2025
  • Stylized image of a person
    J. F.
    Trust And Estate Specialist
    Phone icon
    United StatesMichigan
    Nov 11, 2025

Frequently Asked Questions

What is Arbor Trust Wealth Advisors known for?

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Arbor Trust Wealth Advisors was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Arbor Trust Wealth Advisors's company overview page for more information.

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

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Arbor Trust Wealth Advisors employees' email format typically follows the pattern of . 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?

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Arbor Trust Wealth Advisors has approximately 13 employees as of July 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 July 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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