Adviser Profile
| As of Date | 03/10/2021 |
| Registration status | Registration Changed to ARK WEALTH ADVISORS, LLC |
| ADV Location | YORBA LINDA, CA, United States |
| AUM* | 16,000,000 |
| of that, discretionary | 16,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 246,154 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
16M
14M
11M
9M
7M
5M
2M
2020
2021
Private Funds
No private funds