Ark Wealth Advisors, LLC

Ark Wealth Advisors, LLC (CRD# 309396) is a financial advisory firm headquartered in Yorba Linda, CA. They manage $55,972,939 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3960 Prospect Avenue, Suite A, Yorba Linda, CA 92886
https://arkwealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $343,392
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.

CA

Financial Advisors at Ark Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Morgan, financial advisor Yorba Linda CA
Christopher A. Morgan
CRD#: 6447669
3960 Prospect Avenue, Suite A, Yorba Linda, CA 92886

Christopher Morgan (CRD# 6447669) is an Investment Advisor Representative working at Ark Wealth Advisors, LLC in Yorba Linda, CA and has over 9 years of experience in the finance industry.

2
Blake Martin, financial advisor Yorba Linda CA
Blake A. Martin
CRD#: 7881327
3960 Prospect Avenue, Suite A, Yorba Linda, CA 92886

Blake Martin (CRD# 7881327) is an Investment Advisor Representative working at Ark Wealth Advisors, LLC in Yorba Linda, CA and has 1 year 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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