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Ark Wealth Advisors, LLC

● SEC registered since 2026CRD 309396SEC# 801-135824Yorba Linda, CA
Export (members)
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
NameTitleOwnershipSince
Christopher Alan Morgan ControlManaging Member & Chief Compliance OfficerOver 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

Address3960 Prospect Avenue, Suite a, Yorba Linda, CA 92886
Phone714-333-3550
Office hours7 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118M
Non-discretionary$0
Total (RAUM)$118M