Sonia S. Patel

ARBOR TRUST WEALTH ADVISORS

Ann Arbor, MI 48108

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CRD#: 3157909

Professional summary

Sonia Sunik Patel, who also goes by Sonia Mahendra Patel, is a registered financial advisor currently at ARBOR TRUST WEALTH ADVISORS, LLC located in Ann Arbor, Michigan.

Sonia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Sonia has worked at 4 firms and has passed the Series 63, Series 3, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sonia Mahendra Patel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Ann Arbor Area Community Foundation; investment-related; 301 N Main St Suite 300, Ann Arbor, MI 48104; Investment and Finance Committee Member; 02/2022; 1 hour per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonia Sunik Patel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2023 - Present

ARBOR TRUST WEALTH ADVISORS, LLC

Office #1: 825 Victors Way Suite 150, Ann Arbor, MI 48108

RIA

CRD#: 169611

Ann Arbor, MI

Past

October 4, 2004 - June 22, 2011

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

DETROIT, MI

Past

January 4, 1999 - October 2, 2002

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MILWAUKEE, WI

Past

December 11, 1998 - September 23, 2004

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC | EDITH ADVISORS, LLC

CRD#: 169611 / SEC#: 801-78929

RIA

Registered Investment Advisory firm - (1/3/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 1/28/2005

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/20/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC | EDITH ADVISORS, LLC

CRD#: 169611 / SEC#: 801-78929

RIA

Registered Investment Advisory firm - (1/3/2014 Approved)

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Contact information

Main Address

825 Victors Way Suite 150, Ann Arbor, MI 48108

Mailing Address

Phone number

(734) 389-7794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARBOR TRUST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/30/2025)

Regulatory assets under management

Total Number of Accounts	1,463
AUM (Assets Under Management)	$ 611,719,592

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sonia S. Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonia Sunik Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

M&I FINANCIAL ADVISORS, INC

M&I INVESTMENT MANAGEMENT CORP.

Primary Firm SEC Registration

ARBOR TRUST WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/1998

Series 3

Date: 1/28/2005

Series 7

Date: 10/20/2004

Series 6

Date: 11/19/1998

Current Firm

ARBOR TRUST WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR TRUST WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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