# ARK WEALTH ADVISORS, LLC

ARK WEALTH ADVISORS, LLC of YORBA LINDA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 309396
- Type: SEC-registered investment adviser
- SEC file number: 801-135824
- Location: 3960 PROSPECT AVENUE, SUITE A, YORBA LINDA, CA, 92886
- Phone: 714-333-3550
- Latest filing: 2026-03-11
- Regulatory AUM: $118.0M
- Discretionary AUM: $118.0M
- Clients: 5
- Accounts: 221

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| MORGAN ALAN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Christopher Alan Morgan | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309396/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309396/similar
- Related entities: https://search.stillhousedata.com/firm/309396/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309396

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.