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ARK WEALTH ADVISORS, LLC
CRD 309396 · SEC 801-135824
3960 PROSPECT AVENUE, SUITE A, YORBA LINDA, CA, 92886, United States
Phone
714-333-3550
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$118.0M
Discretionary AUM
$118.0M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $22.8M |
| High net worth individuals | 49 | $95.2M |
All web addresses on file
Official SEC filing: View on IAPD