Ark Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $216M in regulatory assets under management, 2 employees, and 611 accounts.
Assets Under Management
$216M
Employees
2
Offices
--
Total Clients
175
Primary office
AUSTIN, TX
10800 PECAN PARK BLVD, STE 100, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
101
2
HNWI
29.7%
52
3
Pension Plans
6.9%
12
4
Charitable
5.1%
9
5
Other Advisers
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of March 31, 2026
Discretionary100.0%
$216M
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$216M
Total Accounts611
10Y AUM Change+$216M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee88:1
10Y Employee Change-6 (-75.0%)
* 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.