Sonia Sunik Patel

Employer firm

Arbor Trust Wealth Advisors, LLC CRD 169611

$611M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Arbor Trust Wealth Advisors Llc
  Ann Arbor, MI
• 08/2011 → 04/2023
  Bank Of Ann Arbor
  Ann Arbor, MI

Previous Registrations

• 1998-12-11 → 2004-09-23
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

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 2) Ninety Nine LLC; investment-related; Michigan; Family Trusts; Investment Committee Member and Trust Protector; 02/09/2026; 1 hour per month; none during trading hours; Oversee investments in the family trusts made by the current investment advisor and act as a trust protector to oversee duties carried out by the current trustee i.e. ensuring beneficiaries are able to access funds for needs that are allowed per the trust documents.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-17

Designations

• Chartered Financial Analyst

Other Names

• Sonia Mahendra Patel
• Sonia Mahendra Patel