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Building 2ARK WEALTH ADVISORS, LLC

Map pinYORBA LINDA, CA
Phone714-869-8531
NotebookSEC #801-119841
Total AUM
$16M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3960 PROSPECT AVENUE
SUITE A
YORBA LINDA
CA 92886
United States
Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
714-869-8531

ReceiptFinancials

Total AUM
$16M
Accounts
65
Discretionary
$16M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
50
AUM
$16M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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