DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca18dd46-730a-c6e7-e77c-41bd3f5c44f0

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Dec 5, 2013 to Jun 26, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $611MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $603M
Private client RAUM: $575MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $204Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,295
Individual clients: 260
High net worth clients: 181
Custody, client assets: $468M
SEC number: 801-78929
CIK: 1797135
CRD: 169611
Filings on the tape: 29
First filed: Dec 5, 2013
Latest filed: Jun 26, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES WILLIAM WINSLOW	Certified Financial Planner	ANN ARBOR, MI	12	27	2	no
Andrew Joseph Settecerri	Certified Financial Planner	ANN ARBOR, MI	4	13	2	no
SONIA SUNIK PATEL	Chartered Financial Analyst	ANN ARBOR, MI	3	27	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DELONGCHAMP, KRISTINA, MARIE	CHIEF OPERATIONS OFFICER	Na	yes	12/2023	Jan 3, 2024	Mar 19, 2024
HAAPALA, GARY, DALE	MANAGING PARTNER	C	yes	08/2014	Aug 4, 2014	Mar 19, 2024
PATEL, SONIA, SUNIK	CHIEF INVESTMENT OFFICER	B	yes	05/2023	Jan 3, 2024	Mar 19, 2024
SEWELL, CAROL, ANN	MANAGING PARTNER	C	yes	08/2014	Aug 4, 2014	Mar 19, 2024
WATERHOUSE, CHARLES, NELSON	MANAGING PARTNER	B	yes	08/2014	Aug 4, 2014	Mar 19, 2024
WINSLOW, JAMES, WILLIAM	MANAGING PARTNER	C	yes	08/2014	Aug 4, 2014	Mar 19, 2024
Yarckow, Laura	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 3, 2024	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$611M	$603M	13	3	0	n/a	n/a
2024	Mar 14, 2025	$612M	$598M	15	5	0	n/a	n/a
2023	Mar 19, 2024	$528M	$515M	13	5	0	n/a	n/a
2022	Feb 17, 2023	$451M	$445M	10	4	0	n/a	n/a
2021	Feb 17, 2022	$487M	$481M	11	5	0	n/a	n/a
2020	Mar 15, 2021	$418M	$412M	10	4	0	n/a	n/a
2019	Mar 7, 2020	$366M	$366M	9	4	0	n/a	n/a
2018	Mar 12, 2019	$289M	$289M	8	3	0	n/a	n/a
2017	Mar 16, 2018	$264M	$264M	8	3	0	n/a	n/a
2016	Mar 6, 2017	$217M	$217M	6	3	n/a	n/a	n/a
2015	Mar 16, 2016	$155M	$155M	6	4	n/a	n/a	n/a
2014	Mar 31, 2015	$117M	$117M	6	4	n/a	n/a	n/a
2013	Mar 26, 2014	n/a	n/a	1	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$611M	$612M	-0.1%	$451M	10.7%	13	15	0	0

Relationships

Registered with (5)

← SONIA SUNIK PATELAdvisorregistration: current employment
May 1, 2023 to presentfactForm ADV
← Andrew Joseph SettecerriAdvisorregistration: current employment
Dec 1, 2021 to presentfactForm ADV
← JAMES WILLIAM WINSLOWAdvisorregistration: current employment
Aug 4, 2014 to presentfactForm ADV
← GARY DALE HAAPALAAdvisorregistration: previous registration
Aug 5, 2014 to May 30, 2025factForm ADV
← PHILIP A. TRIBBLEAdvisorregistration: previous registration
Apr 12, 2019 to Jan 11, 2023factForm ADV

Controls (7)

← PATEL, SONIA, SUNIKOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Jan 3, 2024 to Mar 19, 2024factForm ADV
← WINSLOW, JAMES, WILLIAMOwnerMANAGING PARTNER, ownership code C, individual
Aug 4, 2014 to Mar 19, 2024factForm ADV
← DELONGCHAMP, KRISTINA, MARIEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Jan 3, 2024 to Mar 19, 2024factForm ADV
← HAAPALA, GARY, DALEOwnerMANAGING PARTNER, ownership code C, individual
Aug 4, 2014 to Mar 19, 2024factForm ADV
← SEWELL, CAROL, ANNOwnerMANAGING PARTNER, ownership code C, individual
Aug 4, 2014 to Mar 19, 2024factForm ADV
← WATERHOUSE, CHARLES, NELSONOwnerMANAGING PARTNER, ownership code B, individual
Aug 4, 2014 to Mar 19, 2024factForm ADV
← Yarckow, LauraOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2024 to Mar 19, 2024factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Gary Dale Haapala left Arbor Trust Wealth Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2025-05-30)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person joined
Sunik Sonia Patel (Partner) appeared on Schedule A of Arbor Trust Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person joined
Marie Kristina Delongchamp (Chief Operations Officer) appeared on Schedule A of Arbor Trust Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person joined
Laura Yarckow (Chief Compliance Officer) appeared on Schedule A of Arbor Trust Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jan 11, 2023
Advisor changed firm
Philip A. Tribble left Arbor Trust Wealth Advisors, Llc for Tribble Financial Planning (registered 2023-06-23)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2013
First Form ADV filing
Edith Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca18dd46-730a-c6e7-e77c-41bd3f5c44f0
First observed: Dec 5, 2013
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca18dd46-730a-c6e7-e77c-41bd3f5c44f0

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES WILLIAM WINSLOW

Certified Financial Planner

ANN ARBOR, MI

Andrew Joseph Settecerri

Certified Financial Planner

ANN ARBOR, MI

SONIA SUNIK PATEL

Chartered Financial Analyst

ANN ARBOR, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELONGCHAMP, KRISTINA, MARIE

CHIEF OPERATIONS OFFICER

yes

12/2023

Jan 3, 2024

Mar 19, 2024

HAAPALA, GARY, DALE

MANAGING PARTNER

yes

08/2014

Aug 4, 2014

Mar 19, 2024

PATEL, SONIA, SUNIK

CHIEF INVESTMENT OFFICER

yes

05/2023

Jan 3, 2024

Mar 19, 2024

SEWELL, CAROL, ANN

MANAGING PARTNER

yes

08/2014

Aug 4, 2014

Mar 19, 2024

WATERHOUSE, CHARLES, NELSON

MANAGING PARTNER

yes

08/2014

Aug 4, 2014

Mar 19, 2024

WINSLOW, JAMES, WILLIAM

MANAGING PARTNER

yes

08/2014

Aug 4, 2014

Mar 19, 2024

Yarckow, Laura

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 3, 2024

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$611M

$603M

n/a

2024

Mar 14, 2025

$612M

$598M

n/a

2023

Mar 19, 2024

$528M

$515M

n/a

2022

Feb 17, 2023

$451M

$445M

n/a

2021

Feb 17, 2022

$487M

$481M

n/a

2020

Mar 15, 2021

$418M

$412M

n/a

2019

Mar 7, 2020

$366M

n/a

2018

Mar 12, 2019

$289M

n/a

2017

Mar 16, 2018

$264M

n/a

2016

Mar 6, 2017

$217M

n/a

2015

Mar 16, 2016

$155M

n/a

2014

Mar 31, 2015

$117M

n/a

2013

Mar 26, 2014

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$611M

$612M

-0.1%

$451M

10.7%