ARK WEALTH ADVISORS, LLC

Overview

ARK Wealth Advisors, LLC is an independent registered investment adviser that offers financial planning and portfolio management primarily for individuals and families. The firm operates as a capital allocator: it constructs discretionary portfolios while also selecting and overseeing outside managers when appropriate. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities for core exposure. Fee arrangements are flexible and include a percentage of assets under management as well as hourly and fixed-fee options, which supports both ongoing wealth management relationships and project-based planning engagements. ARK Wealth provides selection-of-other-advisers services, which it uses when clients require access to specialized strategies or alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices