Ark Wealth Management

Ark Wealth Management (CRD# 317264) is a financial advisory firm headquartered in Austin, TX. They manage $144,581,209 in 465 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10800 Pecan Park Blvd, Ste 100, Austin, TX 78750
https://www.linkedin.com/company/ark-financial-group-llc/
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $310,927
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
The map below shows states where this firm has explicit registration only.

LA, NH, TX

Financial Advisors at Ark Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Billiot, financial advisor Austin TX
Jonathan J. Billiot
CRD#: 6681317
3520 Executive Drive, Suite 124, Austin, TX 78731

Jonathan Billiot (CRD# 6681317) is an Investment Advisor Representative working at Ark Wealth Management in Austin, TX and has over 7 years of experience in the finance industry.

2
David Bull, financial advisor Austin TX
David J. Bull
CRD#: 5776975
3520 Executive Drive, Suite 124, Austin, TX 78731

David Bull (CRD# 5776975) is an Investment Advisor Representative working at Ark Wealth Management in Austin, TX and has over 13 years of experience in the finance industry.

3
Matthew Goff, financial advisor Austin TX
Matthew W. Goff
CRD#: 5541196
3520 Executive Center Drive, Suite 124, Austin, TX 78731

Matthew Goff (CRD# 5541196) is an Investment Advisor Representative working at Ark Wealth Management in Austin, TX and has over 15 years of experience in the finance industry.

4
Daniel Rioux, financial advisor Austin TX
Daniel R. Rioux
CRD#: 4390890
3520 Executive Drive, Suite 124, Austin, TX 78731

Daniel Rioux (CRD# 4390890) is an Investment Advisor Representative working at Ark Wealth Management in Austin, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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