Sonia Sunik Patel
Investment adviser representative at Arbor Trust Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$611.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Arbor Trust Wealth Advisors, LLCMay 2023 to now
- Bank of Ann ArborAug 2011 to Apr 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (MI).
Arbor Trust Wealth Advisors, LLC
$611.4MAssets managed
441Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3157909
- Firm CRD
- 169611