Aaron Ray Andreas
Investment adviser representative at Arbor Wealth Advisors LLC
13 yearsExperience
2 statesRegistered in
$657.7MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Arbor Wealth Advisors, LLCOct 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Arbor Wealth Advisors LLC
$657.7MAssets managed
66Clients
1Advisers
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
- 4369291
- Firm CRD
- 169570