ARK Wealth Management

RIASEC Registered

Total AUM

$216M

Discretionary

$216M

100% of AUM

Avg account

$354K

Accounts

611

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 317264
Registered since: January 10, 2022
Website: arkfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.87%
Individuals15.97%
Pension & Profit Sharing Plans3.4%
Charitable Organizations2.49%
Other Investment Advisers2.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ARK Wealth Management is an independent, limited liability RIA that registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include asset-based percentage fees and fixed-fee engagements. The firm identifies as a capital allocator and maintains industry roles beyond advisory work, including relationships as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles. ARK Wealth Management does not describe itself as an active ESG investor.