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Chief Investment Officer · Arbor Trust Wealth Advisors, LLC

Sonia S. Patel

CRD 3157909 · 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 Sonia S. Patel on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Sonia’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.