ARK WEALTH ADVISORS, LLC

ARK WEALTH ADVISORS, LLC of YORBA LINDA, CA is an SEC-registered investment adviser (CRD 309396). Regulatory assets under management: $118.0M.

Registration

• CRD: 309396
• SEC file number: 801-135824
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search