Managing Partner · Arbor Trust Wealth Advisors, LLC
Carol A. Sewell
CRD 6363057 · Named on Form ADV at one SEC-registered adviser
At a glance
Arbor Trust Wealth Advisors, LLC, an SEC-registered wealth manager based in ANN Arbor, MI with $611 million in regulatory assets, lists Carol A. Sewell on its Form ADV as Managing Partner, a control person.
Firms and roles
- Arbor Trust Wealth Advisors, LLCManaging PartnerWealth manager · ANN Arbor, MI · $611M in regulatory assets
AtlasMembers
Carol’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James W. WinslowManaging Partner, Arbor Trust Wealth Advisors, LLC
- Kristina M. DelongchampChief Operations Officer, Arbor Trust Wealth Advisors, LLC
- Laura YarckowChief Compliance Officer, Arbor Trust Wealth Advisors, LLC
- Sonia S. PatelChief Investment Officer, Arbor Trust Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.