Overview
Assets Under Management: $118 million
Headquarters: YORBA LINDA, CA
High-Net-Worth Clients: 49
Average Client Assets: $1.9 million
Frequently Asked Questions
ARK WEALTH ADVISORS, 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 #309396), ARK WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ARK WEALTH ADVISORS, LLC is headquartered in YORBA LINDA, CA.
ARK WEALTH ADVISORS, LLC serves 49 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, ARK WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ARK WEALTH ADVISORS, LLC manages $118 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, ARK WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.67%
Average Client Assets: $1.9 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 309396
Filing ID: 2059955
Last Filing Date: 2026-03-11 12:49:42