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Building 2ARK WEALTH MANAGEMENT

Map pinAUSTIN, TX
Phone512-660-5703
NotebookSEC #801-123029
Total AUM
$216M
Employees
2
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10800 PECAN PARK BLVD
STE 100
AUSTIN
TX 78750
United States
Operating Hours
8-5
Monday - Friday
Phone
512-660-5703

ReceiptFinancials

Total AUM
$216M
Accounts
611
Discretionary
$216M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$34.5M
HNW Individual Clients
52
AUM
$163.9M
Pension/Profit Sharing Plan Clients
12
AUM
$7.3M
Charitable Organization Clients
9
AUM
$5.4M
Investment Advisor Clients
1
AUM
$4.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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