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| Happy Holidays!! thanks for using AUM13F!! |
| ARK Wealth Management LLC
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|---|---|
| CRD # | 317264 |
| SEC # | 801-123029 |
| CIK # | |
| AUM | $191.0 M (2025-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 512-660-5703 |
| Address | 10800 Pecan Park Blvd Austin, TX 78750 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 65.0 |
| (b) Individuals (high net worth individuals) | 27 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 10.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 3.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 191.0 |
| By Discretionary | ||
| Discretionary | 539 | 191.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 539 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 539 | 191.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Wernau Asset Management Inc
✚
|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
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|
0.2 | |
|
Williams Financial LLC
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|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
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|
PA | 0.2 |
|
Trend Trade Pro LLC
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|
CA | 0.2 |
|
Nova Wealth Management Inc
✚
|
FL | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 | |
|
RWA Advisors LLC
✚
|
FL | 0.2 |