Overview
Assets Under Management: $1.5 billion
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 458
Average Client Assets: $3 million
Frequently Asked Questions
ARS WEALTH ADVISORS 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 #314882), ARS WEALTH ADVISORS is subject to fiduciary duty under federal law.
ARS WEALTH ADVISORS is headquartered in ST. PETERSBURG, FL.
ARS WEALTH ADVISORS serves 458 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, ARS WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
ARS WEALTH ADVISORS manages $1.5 billion in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, ARS WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 458
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,652
Discretionary Accounts: 2,652
Regulatory Filings
CRD Number: 314882
Filing ID: 2027490
Last Filing Date: 2025-11-20 10:01:18
Website: 3