AdFi
AW

ARK WEALTH ADVISORS, LLC

SEC Registered

STEWARDSHIP. WISDOM. INTEGRITY.

YORBA LINDA, CAhttps://arkwealthadvisors.com714-333-3550
Assets Under Management
$100M–$500M
Employees
5
Office Locations
1 office
Total Accounts
221

About the firm

At Ark Wealth Advisors, we aim to be the premier financial advisory firm that empowers clients to achieve their financial goals through personalized and innovative solutions. Our vision is to build long-lasting relationships rooted in trust, integrity, and exceptional service, ensuring our clients financial success and peace of mind.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Financial PlanningWealth ManagementPersonalized Investment SolutionsClient RelationshipsFinancial Advisory

Services

Exclusive, tailored financial planning with a white-glove approach, leveraging the latest technologies and maintaining a deep commitment to clients' best interests. Also offers personalized financial planning tailored to each client's unique situation.

Who they serve

Clients at various stages of their financial journey, whether just starting to build wealth or looking to manage a more substantial portfolio.

Client segmentClientsAssets managed
Individuals (Non-HNW)172$23M
High Net Worth Individuals49$95M

0 total clients reported on Form ADV.

Leadership

Christopher Alan Morgan
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
YORBA LINDAHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#309396
SEC Number
801-135824
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARK WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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