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ARK WEALTH MANAGEMENT
Legal name: ARK WEALTH MANAGEMENT, LLC
CRD 317264File 801-123029
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.0M
Below cohort median (national)
Discretionary AUM
$216.0M
Clients
175
611 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 10, 2022
- Principal office
- 10800 PECAN PARK BLVD, STE 100, AUSTIN, TX, 78750
- Phone
- 512-660-5703
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.0M
- Discretionary AUM
- $216.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 611
- Non-discretionary accounts
- 0
- Total accounts
- 611
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $5.4M |
| Other investment advisers | 1 | $4.9M |
| High net worth individuals | 52 | $163.9M |
| Pension and profit sharing plans | 12 | $7.3M |
| Individuals (other than high net worth individuals) | 101 | $34.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.