$118.0M Total AUM
$118.0M Disc. AUM
-- 3Y CAGR
5 Employees
221 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumPrime
- Established Date
- 11-20-2020
- Office Locations
- 2
Office Locations
3960 Prospect Avenue Suite A Yorba Linda CA
-- Riverside CA
About ARK Wealth Advisors, LLC
Ark Wealth Advisors is a Yorba Linda, CA RIA led by advisor Chris Morgan providing personalized, white-glove financial planning and portfolio management for clients at any stage of wealth. Public filings indicate portfolios are primarily ETF-based with some fixed income exposure, with custody support including Charles Schwab and Betterment. Tech stack includes Advyzon and RightCapital.
Team overview
-- AVG AGE
$118.0M AVG AUM / ADVISOR
$533.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
See the complete signal summary connected to foundation.
Premium access reveals conviction themes in alpha glacier.
Full visibility includes strategy notes for atlas alpha signal.
Unlock to compare peer behavior around alpha quantum.
Unlock to see real insight on pathway alpha.
Unlock to see real insight on eagle pathway north.
Unlock to see real insight on eagle fusion.
See the complete signal summary connected to quantum.
Asset Classes
Pathway glacier Oak Zenith Signal ridge Glacier oak Vector Focus
Client Personas
Eagle
Custodian
Crest Matrix Atlas quantum Capital Fusion prime
Investment Themes
Alpha North Catalyst zenith Horizon summit
Investment Vehicles
Horizon signal Zenith
Platform
Peak meridian
Services
Radial vector Catalyst vertex Ridge Value Atlas Bridge insight Wave Harbor Pioneer Vector Atlas
Technology
Frontier Vector catalyst
Owner & Executives
CHRISTOPHER ALAN MORGAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6447669
- Ownership
- 75% or more
(464) 299-6679
ridge.focus@beaconcapital.com
in linkedin.com/in/oak-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
N
Nolan Gouveia
--
- CRD
- #8249945
(975) 305-9645
atlas.ridge@primecapital.com
in linkedin.com/in/capital-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,960,866 | $533,760 |
| Non-Discretionary | $0 | -- |
| Total | $117,960,866 | $533,760 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $117,960,866
Equity - Exchange:
5.2% Public Funds:
9.1% Municipal Bonds:
17.8% Cash:
13.2% Corporate - Investment Grade:
18.4% Equity - OTC:
24.5% Other:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $120,185,488 | 5.2% |
| Public Funds | $210,324,604 | 9.1% |
| Municipal Bonds | $411,404,170 | 17.8% |
| Cash | $305,086,238 | 13.2% |
| Corporate - Investment Grade | $425,271,726 | 18.4% |
| Equity - OTC | $566,258,548 | 24.5% |
| Other | $272,728,607 | 11.8% |
| Total | $2,311,259,381 | 100.0% |