Unclaimed Profile

Sonia Sunik Patel

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan

Series 3, Series 6, Series 7, Series 63Clean record27 years registeredARBOR TRUST WEALTH ADVISORS, LLC

825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 3157909Firm CRD# 169611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sonia Sunik Patel · ANN ARBOR, MI

Registration

CRD #3157909 · ARBOR TRUST WEALTH ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ARBOR TRUST WEALTH ADVISORS, LLC

May 2023 – present

M&I INVESTMENT MANAGEMENT CORP.

Dec 1998 – Sep 2004

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 63

Registration record

First registered · December 11, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611 · SEC 801-78929

AUM

$528M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by ARBOR TRUST WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR TRUST WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sonia Sunik Patel offer?

Sonia Sunik Patel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Sonia Sunik Patel's credentials?

Sonia Sunik Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sonia Sunik Patel located?

Sonia Sunik Patel is based in ANN ARBOR, Michigan, working with ARBOR TRUST WEALTH ADVISORS, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Sonia Sunik Patel charge for services?

Sonia Sunik Patel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR TRUST WEALTH ADVISORS, LLC?

ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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