Ark Wealth Advisors, LLC
Ark Wealth Advisors, LLC (CRD# 309396) is a financial advisory firm headquartered in Yorba Linda, CA. They manage $55,972,939 in 163 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts163ACCOUNTS
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Average Account Value$343,392
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Ark Wealth Advisors, LLC
1
Christopher Morgan (CRD# 6447669) is an Investment Advisor Representative working at Ark Wealth Advisors, LLC in Yorba Linda, CA and has over 9 years of experience in the finance industry.
2
Blake Martin (CRD# 7881327) is an Investment Advisor Representative working at Ark Wealth Advisors, LLC in Yorba Linda, CA and has 1 year of experience in the finance industry.
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