Arbor Wealth Advisors LLC
Arbor Wealth Advisors LLC is a registered investment adviser headquartered in Troy, Michigan, serving primarily high net worth individuals and their families. Founded in 2013 by Aaron R. Andreas, the firm offers bespoke investment management and advisory services, focusing on personalized financial strategies. Arbor Wealth Advisors employs a small, specialized staff with reported figures of either 1 or 10 employees depending on registration period. The firm manages hundreds of millions in client assets, emphasizing long-term relationships and goal-driven financial planning.
Investment Strategy
Arbor Wealth Advisors LLC provides tailored investment management focused on individual client goals and risk profiles, with an emphasis on long-term capital appreciation. The firm primarily serves high net worth individuals and customizes portfolios using a blend of equities and other securities to align with clients’ financial objectives, risk tolerance, and tax situations. Their philosophy centers on disciplined portfolio management, diversification, and ongoing client communication. They do not serve pooled investment vehicles, institutions, or pension plans, focusing instead on direct, personal advisory relationships.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 23.25% | $31.1M | 166,988 | $150.94 | $186.49 | +$1.7M |
V VXUS | VANGUARD STAR FDS | 16.77% | $22.5M | 305,720 | $58.92 | $73.46 | +$825.2K |
V VB | VANGUARD INDEX FDS | 9.56% | $12.8M | 50,360 | $215.78 | $254.28 | +$873.5K |
V VBR | VANGUARD INDEX FDS | 5.55% | $7.4M | 35,642 | $180.34 | $208.71 | +$494.7K |
V VTI | VANGUARD INDEX FDS | 4.44% | $6.0M | 18,140 | $244.58 | $328.17 | +$415.1K |