Ark Royal Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 26, 2026, reports $169M in regulatory assets under management, 4 employees, 1 office, and 314 accounts.
Assets Under Management
$169M
Employees
4
Offices
1 office
Total Clients
121
Primary office
RALEIGH, NC
2700 WYCLIFF ROAD, SUITE 360, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 43.0% of total clients.
Top client categories% of clientsClients
1
HNWI
43.0%
52
2
Individuals
24.0%
29
3
Irrevocable Trusts/Estates
24.0%
29
4
Pension Plans
5.0%
6
5
Charitable
4.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 26, 2026
Discretionary100.0%
$169M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$169M
Total Accounts314
10Y AUM Change+$30M (+21.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.