Overview
Assets Under Management: $169 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 52
Average Client Assets: $2.9 million
Frequently Asked Questions
ARK ROYAL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175151), ARK ROYAL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ARK ROYAL WEALTH MANAGEMENT LLC is headquartered in RALEIGH, NC.
ARK ROYAL WEALTH MANAGEMENT LLC serves 52 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ARK ROYAL WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ARK ROYAL WEALTH MANAGEMENT LLC manages $169 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ARK ROYAL WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.62%
Average Client Assets: $2.9 million
Total Client Accounts: 314
Discretionary Accounts: 314
Regulatory Filings
CRD Number: 175151
Filing ID: 2072165
Last Filing Date: 2026-03-26 09:10:27