ARK WEALTH MANAGEMENT
SEC RegisteredProtect Your Wealth, Achieve Peace, Ignite Your Purpose
About the firm
Ark Financial transforms traditional wealth management into a Family Office for entrepreneurs and business owners. They help clients organize and optimize their financial life, safeguard wealth, enhance net worth through innovative tax strategies, and support the growth of businesses and assets. Their Family Office solutions simplify complexity by uniting wealth management, tax strategies, estate planning, risk management, and more under one roof.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family Office solutions including wealth management, tax strategies, estate planning, risk management, goal-setting, cash flow disciplines, net worth optimization, continuity and legacy planning, and philanthropic legacy planning—delivered through a dedicated Ark Family Office Captain advisor.
Who they serve
Visionary entrepreneurs and business owners, specifically entrepreneurial families seeking to align their wealth, business, and legacy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 101 | $35M |
| High Net Worth Individuals | 52 | $164M |
| Charitable Organizations | 12 | $7.3M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 MANAGEMENT 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.