This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Pioneer quantum
- Established Date
- 01-10-2022
- Office Locations
- 4
Office Locations
About ARK Wealth Management
Ark Wealth Management (Ark Financial) is an Austin-based RIA delivering an integrated family-office experience for business owners and entrepreneurs, combining wealth management and portfolio construction with tax strategy, estate and legacy planning, and risk management. A dedicated “Ark Family Office Captain” coordinates the plan across disciplines; primary custodian is Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
DAVID JAMES BULL
Advisor, Chief Executive Officer
- CRD
- #5776975
- Ownership
- Less than 5%
Christopher Ray Chapman
Chief Compliance Officer, CHIEF OF STAFF, DIRECTOR OF OPERATIONS, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
North oak
Catalyst quantum
- CRD
- #14040
- Ownership
- 43.8%
Showing 2 of 3 owners & executives
Unlock allContacts
Troy Alley
Investment Advisor
- CRD
- --
TROY CAESAR ALLEY III
Chief Executive Officer, President
- CRD
- #6438059
Wave ridge
Radial oak
- CRD
- #21575
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,000,000 | $353,519 |
| Non-Discretionary | $0 | -- |
| Total | $216,000,000 | $353,519 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $216,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $805,468,417 | 9.7% |
| Equity - Exchange | $2,291,848,279 | 27.6% |
| Cash | $523,139,281 | 6.3% |
| Corporate - Investment Grade | $2,333,367,269 | 28.1% |
| Other | $2,349,974,866 | 28.3% |
| Total | $8,303,798,112 | 100.0% |