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Building 2ARK WEALTH ADVISORS, LLC

Map pinYORBA LINDA, CA
Phone714-333-3550
NotebookSEC #801-135824
Total AUM
$118M
Employees
5
Clients
221

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
714-333-3550

ReceiptFinancials

Total AUM
$118M
Accounts
221
Discretionary
$118M
Accounts
221
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$22.8M
HNW Individual Clients
49
AUM
$95.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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