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| Ark Wealth Advisors LLC
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|---|---|
| CRD # | 309396 |
| SEC # | 801-135824 |
| CIK # | 0002110109 |
| AUM | 118.0 M (2026-03-11) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 714-333-3550 |
| Address | 3960 Prospect Avenue Yorba Linda, CA 92886 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Valero Energy Corp/Tx | 2.2 | ||
| Caterpillar Inc | 2.0 | ||
| Alibaba Group Holding Ltd | 1.8 | ||
| FPL Group Inc | 1.8 | ||
| Johnson & Johnson | 1.8 | ||
| Apple Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 22.8 |
| (b) Individuals (high net worth individuals) | 49 | 95.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 118.0 |
| By Discretionary | ||
| Discretionary | 221 | 118.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 221 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 221 | 118.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110109] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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