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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- PrimeCapital
- Established Date
- 03-23-2015
- Office Locations
- 1
Office Locations
About ARK Royal Wealth Management LLC
Ark Royal Wealth Management is a fee-only, SEC-registered RIA in Raleigh, NC providing comprehensive financial planning, tax planning, and investment management, with additional support for executive compensation, business-owner planning, and trustee services. The firm emphasizes evidence-based, rigorously researched portfolio construction using low-cost investment solutions, and ongoing monitoring with periodic plan reviews.
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Owner & Executives
MICHAEL HAMILTON PALMER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6408843
- Ownership
- 75% or more
ZACHARY MICHAEL PALMER
WEALTH ADVISOR
- CRD
- #7000978
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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NICHOLAS TRAVIS ROSS
Associate
- CRD
- #8001371
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,309,000 | $539,201 |
| Non-Discretionary | $0 | -- |
| Total | $169,309,000 | $539,201 |
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Separately Managed Accounts
Total SMA Asset: $169,309,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,737,173,543 | 35.1% |
| Cash | $1,068,355,485 | 13.7% |
| Equity - Exchange | $1,333,494,803 | 17.1% |
| Private Funds | $2,659,191,390 | 34.1% |
| Total | $7,798,215,221 | 100.0% |