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ARK WEALTH MANAGEMENT
10800 Pecan Park Blvd
Ste 100
Austin, Texas 78750
Tel: 512-660-5703
About ARK WEALTH MANAGEMENT
ARK WEALTH MANAGEMENT, formally registered with the SEC as ARK WEALTH MANAGEMENT. The firm was established in 01/10/2022. They have over 1 offices throughout the country.
ARK WEALTH MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $144,581,209 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317264 |
| SEC# | 801-123029 |
| Assets Managed by Firm | $144,581,209 |
| No. of Clients | 465 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 465 | $144,581,209 |
| Individuals (other than high net worth individuals) | 122 | $57,114,116 |
| High net worth individuals | 28 | $73,944,583 |
| Pension and profit sharing plans | 24 | $6,935,259 |
| Charitable organizations | Fewer than 5 clients | $270,287 |
| Other investment advisers | 9 | $6,316,964 |
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