ARS Wealth Advisors

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$597K
Accounts
2,750
Employees
24
Advisory reps
16

Firm details

Headquarters
St Petersburg, Florida
CRD number
314882
Registered since
June 22, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.7%
  • Individuals12.93%
  • Corporations / Businesses4.33%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

ARS Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2021. The firm services individual, family and institutional clients and charges advisory fees based on a percentage of assets under management. Its advisory work emphasizes financial planning and portfolio management for individuals and small businesses, while its registered business activities include other financial product sales. ARS reports no active ESG investing focus and is not positioned as a multi-state or pension consultant adviser. The firm has industry ties across broker-dealers, insurance companies, accounting and law firms, commodity pool/CTA structures, real estate brokers and sponsors or general partners of private funds. ARS received recognition from FA Magazine in 2020 as one of its Top RIA Firms, a nod reflected in its profile materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, US Government Bonds 16%, Cash & Cash Equivalents 9%, State & Local Bonds 1%, Other 1%74%
  • Exchange Traded Equities74%
  • US Government Bonds16%
  • Cash & Cash Equivalents9%
  • State & Local Bonds1%
  • Other1%

Owners & executives

2 of 2
  • Michael Murray

    Michael Murray

    Managing Partner & Co-CEOCRD 2897657

  • Anthony Anderson

    Anthony Anderson

    CEO and Managing PartnerCRD 2640022

Contacts

3 of 14
  • Ryan O'leary

    Ryan O'leary

    Senior Wealth AdvisorCRD 4463887

  • Sean Marrozos

    Sean Marrozos

    Investment Advisor RepresentativeCRD 7073503

  • Adrian Neutz

    Adrian Neutz

    Wealth AdvisorCRD 7637339

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 117

Active vs passive

$789M in ETFs

Passive

64%

$504M

Active

33%

$285M

ETFProviderStyleCategoryValueShares% of portfolio
T ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX)T. Rowe PriceActiveUltrashort Bond$177M3,564,28922.48%

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
111 2nd Ave Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth