ARS Wealth Advisors

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$597K

Accounts

2,750

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 314882
Registered since: June 22, 2021
Website: arswealth.com
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, SEC-registered advisory firm (registered in 2021) organized as an LLC and owned by a mix of domestic entity and individual stakeholders. The firm serves both individual & family clients and institutional accounts, charging fees based on a percentage of assets under management. Core services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also acts as a salesperson for other financial products. ARS reports no active ESG investment program and does not operate as a capital allocator; it relies on third-party managers for alternative exposure. The firm was named among FA Magazine’s Top RIA Firms in 2020.