AdvisorOS Directory
Claim Profile
Unclaimed Profile
AA

Aaron Ray Andreas

ARBOR WEALTH ADVISORS LLC·TROY, Michigan
Series 7, Series 65, Series 66Clean record16 years registeredARBOR WEALTH ADVISORS LLC
101 WEST BIG BEAVER ROAD, TROY, MI 48084CRD# 4369291Firm CRD# 169570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Ray Andreas · TROY, MI
Registration
CRD #4369291 · ARBOR WEALTH ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ARBOR WEALTH ADVISORS LLC
Feb 2014 – present
BARON WEALTH MANAGEMENT, LLC
Apr 2010 – Jan 2014
TROY, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · April 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARBOR WEALTH ADVISORS LLC
CRD 169570 · SEC 801-78796
AUM
$514M
Regulatory assets under management
Employees
1
282 client accounts
Services offered by ARBOR WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARBOR WEALTH ADVISORS LLC →
Introduction

Speak with Aaron

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Aaron is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TROY?

Browse all registered financial advisors in TROY, Michigan or claim this profile if it's yours.

Browse TROY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Aaron Ray Andreas offer?
Aaron Ray Andreas specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are Aaron Ray Andreas's credentials?
Aaron Ray Andreas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Ray Andreas located?
Aaron Ray Andreas is based in TROY, Michigan, working with ARBOR WEALTH ADVISORS LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Aaron Ray Andreas charge for services?
Aaron Ray Andreas's firm is compensated through 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 WEALTH ADVISORS LLC?
ARBOR WEALTH ADVISORS LLC has approximately 1 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in TROY, Michigan

Craig Maxwell Adams
CONFIDENTIAL MANAGEMENT ADVISORS, INC.·TROY, MI
Jill Jordan Wall
ISTO ADVISORS, LLC·TROY, MI
Robert Thomas Sinnaeve
SS&H FINANCIAL ADVISORS, INC.·TROY, MI
George Elwyn Bundy
LJPR, LLC·TROY, MI
David Joel Hardin
CITY CENTER ADVISORS, LLC·TROY, MI
Frank Eugene Endris
CITY CENTER ADVISORS, LLC·TROY, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)PORTAGE (30)HOLLAND (30)LIVONIA (28)DETROIT (27)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile