# Arbor Wealth Advisors

Arbor Wealth Advisors is a Bank / Wealth / Trust based in Troy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Troy, United States
- **Region:** North America
- **Address:** Troy, MI, United States
- **Founded:** 2013
- **Assets under management:** $657M
- **Website:** arbor-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/arborwealthnc

## Regulatory record

- **CRD number:** 169570
- **SEC file number:** 801-78796
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169570

## About

Margaret R. McDowell established Arbor Wealth Advisors in 2013 in Troy, Michigan, structuring the firm as a fee-only registered investment advisor serving individuals and high-net-worth families. The firm's wealth-origin base is not publicly disclosed but draws from the concentrated affluence of Oakland County's professional and business-owner community. The firm's investment posture centers on traditional wealth management — portfolio construction, retirement income planning, and estate coordination — executed through direct management of client portfolios. Public records indicate Arbor Wealth operates without proprietary funds, instead constructing portfolios from individual securities and third-party mutual funds. The firm's geographic footprint remains Michigan-focused, with client relationships concentrated in the Detroit metro area. Arbor Wealth operates from a single office in Troy without publicly disclosed adjacent vehicles, philanthropic foundations, or co-investment structures. The firm's professional team size is not publicly available. No operational events from the last 24 months have been publicly reported or disclosed by the firm. The firm's structural differentiator is its posture as a solo-practitioner-led RIA in a market increasingly dominated by consolidators and private-equity-backed aggregators.

## Questions

### How is Arbor Wealth Advisors compensated?

Arbor Wealth operates as a fee-only registered investment advisor, charging clients directly for advisory services rather than earning commissions on product sales. This fiduciary structure means the firm is legally obligated to place client interests ahead of its own in portfolio decisions. The firm does not disclose a public fee schedule.

### Does Arbor Wealth Advisors participate in alternative investments or private markets?

Based on the firm's disclosed service offerings — investment planning, retirement planning, and estate planning — Arbor Wealth's focus is traditional wealth management rather than private-market dealmaking. The firm has not publicly disclosed allocations to private equity, venture capital, direct co-investments, or real-asset partnerships.

## Related profiles

- [Arbor Private Wealth](https://altss.com/profile/arbor-private-wealth)
- [Arcadia Investment Advisors](https://altss.com/profile/arcadia-investment-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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