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Sonia Sunik Patel

Arbor Trust Wealth Advisors, LLC

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About Sonia Sunik Patel

Sonia Patel is a financial advisor with Arbor Trust Wealth Advisors, LLC. Sonia has been in the financial industry since 1999. She holds Series 3, 6, 7 and 63 licenses and has the designation of a Chartered Financial Analyst. Sonia's experience includes working with individuals, businesses, and institutional clients. Sonia's firm primarily works with individuals, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

Firm Information

Sonia Patel is currently registered with Arbor Trust Wealth Advisors, LLC. Arbor Trust Wealth Advisors, LLC is a registered investment advisor with offices in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other clients. Arbor Trust has approximately $527 million in regulatory assets under management.
Arbor Trust Wealth Advisors, LLC

825 VICTORS WAY

ANN ARBOR, MI 48108

$527.64M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sonia Patel’s Registration & Firm History

MI

05/01/2023 - Present

Arbor Trust Wealth Advisors, LLC (ANN ARBOR MI)

MI

10/04/2004 - 06/22/2011

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (DETROIT MI)

WI

01/04/1999 - 10/02/2002

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 12/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2005

Series 3 - National Commodity Futures Examination

BC

Issued 10/20/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sonia Sunik Patel.
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