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ARS WEALTH ADVISORS

Legal name: ARS WEALTH ADVISORS GROUP, LLC

CRD 314882File 801-121501
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.64B
Top 25% of cohort (national)
Discretionary AUM
$1.64B
Clients
1,071
2,750 accounts
Employees
24
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jun 22, 2021
Principal office
111 SECOND AVENUE NE, SUITE 900, ST. PETERSBURG, FL, 33701
Phone
727-322-7681

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.64B
Discretionary AUM
$1.64B
Non-discretionary AUM
$0
Discretionary accounts
2,750
Non-discretionary accounts
0
Total accounts
2,750
AUM per client
$1.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other26$71.0M
Charitable organizations1$692K
High net worth individuals459$1.36B
Individuals (other than high net worth individuals)585$212.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.