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| Keyboard |
| Ark Royal Wealth Management LLC
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|---|---|
| CRD # | 175151 |
| SEC # | 801-133920 |
| CIK # | |
| AUM | 169.3 M (2026-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 919-710-8665 |
| Address | 2700 Wycliff Road Raleigh, NC 27607 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.0 |
| (b) Individuals (high net worth individuals) | 52 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.6 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 29 | 10.3 |
| Total | 314 | 169.3 |
| By Discretionary | ||
| Discretionary | 314 | 169.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 314 | 169.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.3 | |
| Total | 314 | 169.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 172.7 M |
|
Koob Wealth Management LLC
✚
|
MN | 171.8 M |
|
Chartist Inc
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CA | 169.7 M |
|
Private Harbour Investment Management & Counsel LLC
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169.2 M | |
|
Meyer Gates Financial Advisors Inc
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|
OH | 168.7 M |
|
Dipaolo Financial Group Inc
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|
FL | 168.0 M |
|
The Financial ZEN Group Inc
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CA | 167.6 M |
|
Hanke & Apolonio Wealth Advisors LLC
✚
|
CA | 167.3 M |
|
Semitam Bonam LLC
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|
NY | 167.2 M |
|
Morrissey Wealth Management LLC
✚
|
CT | 165.1 M |