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| ARS Wealth Advisors Group LLC
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|---|---|
| CRD # | 314882 |
| SEC # | 801-121501 |
| CIK # | 0001843747, 0001886707 |
| AUM | 1,641.2 M (2026-03-26) |
| Employees | 24 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 727-322-7681 |
| Address | 111 Second Avenue NE St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843747 0001886707 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 51.9 | ||
| Apple Inc | 51.8 | ||
| Alphabet Inc | 41.9 | ||
| Amazon Com Inc | 39.4 | ||
| J P Morgan Chase & Co | 35.9 | ||
| Microsoft Corp | 32.9 | ||
| Johnson & Johnson | 30.8 | ||
| Merck & Co Inc | 22.8 | ||
| Chevron Corp | 22.3 | ||
| SPDR Gold Trust | 19.3 | ||
| Procter & Gamble Co | 19.3 | ||
| Duke Energy Corp | 18.6 | ||
| Verizon Communications Inc | 18.1 | ||
| Cisco Systems Inc | 17.2 | ||
| Wal Mart Stores Inc | 17.2 | ||
| Nvidia Corp | 16.0 | ||
| Mastercard Inc | 15.5 | ||
| Thermo Fisher Scientific Inc | 14.3 | ||
| Home Depot Inc | 12.3 | ||
| International Business Machines Corp | 11.7 | ||
| Goldman Sachs Group Inc | 11.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 212.3 |
| (b) Individuals (high net worth individuals) | 459 | 1,357.2 |
| (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 | 1 | 0.7 |
| (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 | 26 | 71.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,750 | 1,641.2 |
| By Discretionary | ||
| Discretionary | 2,750 | 1,641.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,750 | 1,641.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,641.2 | |
| Total | 2,750 | 1,641.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843747] | |
| 13F-HR | [0001886707] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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