Aaron R. Andreas

ARBOR WEALTH ADVISORS

TROY, MI 48084

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CRD#: 4369291

Professional summary

Aaron Ray Andreas is a registered financial advisor currently at ARBOR WEALTH ADVISORS LLC located in Troy, Michigan.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Aaron has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Ray Andreas'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

February 25, 2014 - Present

ARBOR WEALTH ADVISORS LLC

Office #1: 801 W Big Beaver Road Suite 300, Troy, MI 48084

RIA

CRD#: 169570

TROY, MI

Past

April 6, 2010 - January 27, 2014

BARON WEALTH MANAGEMENT, LLC

RIA

CRD#: 153117

TROY, MI

Past

February 25, 2002 - March 1, 2010

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

TROY, MI

Past

March 27, 2001 - January 24, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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 WEALTH ADVISORS LLC

CRD#: 169570 / SEC#: 801-78796

RIA

Registered Investment Advisory firm - (12/2/2013 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
(2/25/2014)

IAR

Texas
(1/27/2016)

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

IAR

Series 65

Date: 3/16/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/26/2001

General Securities Representative Examination

Current Firm

ARBOR WEALTH ADVISORS LLC

CRD#: 169570 / SEC#: 801-78796

RIA

Registered Investment Advisory firm - (12/2/2013 Approved)

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Contact information

Main Address

801 W Big Beaver Road Suite 300, Troy, MI 48084

Mailing Address

Phone number

(855) 927-2679

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026-02-10 ARBOR WEALTH ADVISORS FORM ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts	286
AUM (Assets Under Management)	$ 657,749,792

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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Aaron R. Andreas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Ray Andreas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARBOR WEALTH ADVISORS LLC

BARON WEALTH MANAGEMENT, LLC

MERCER ALLIED COMPANY, L.P.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ARBOR WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2010

Series 66

Date: 4/12/2001

Series 7

Date: 3/26/2001

Current Firm

ARBOR WEALTH ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR WEALTH ADVISORS LLC

TRUST BUT VERIFY

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