Ark Wealth Advisors, LLC
● SEC registered since 2026CRD 309396SEC# 801-135824Yorba Linda, CA
Reg. AUM
$118M
Employees
5
Accounts
221
Location
Yorba Linda, CA
Ark Wealth Advisors, LLC assets under management
Ark Wealth Advisors, LLC is an SEC-registered investment adviser based in Yorba Linda, CA. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 5 people.
Ark Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Alan Morgan Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Ark Wealth Advisors, LLC manage?
Ark Wealth Advisors, LLC reports $118 million in regulatory assets under management on its Form ADV.
How many employees does Ark Wealth Advisors, LLC have?
Ark Wealth Advisors, LLC reports 5 employees.
Where is Ark Wealth Advisors, LLC located?
Ark Wealth Advisors, LLC is based in Yorba Linda, CA and has been SEC-registered since 2026.
Does Ark Wealth Advisors, LLC disclose fund performance?
Ark Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3960 Prospect Avenue, Suite a, Yorba Linda, CA 92886 |
| Phone | 714-333-3550 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$118Mregulatory AUM
Discretionary $118M