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ARK WEALTH MANAGEMENT
ARK WEALTH MANAGEMENT, LLC
CRD 317264 · SEC 801-123029
10800 PECAN PARK BLVD, STE 100, AUSTIN, TX, 78750, United States
Phone
512-660-5703
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.0M
Discretionary AUM
$216.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $34.5M |
| High net worth individuals | 52 | $163.9M |
| Pension/profit sharing plans | 12 | $7.3M |
| Charitable organizations | 9 | $5.4M |
| Other investment advisers | 1 | $4.9M |
States served
CA, LA, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD