This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2021
- Office Locations
- 2
Office Locations
About ARS Wealth Advisors
ARS Wealth Advisors is a St. Petersburg, FL RIA providing tailored investment management and ongoing financial planning, integrating tax preparation/planning, trust & estate coordination (via local attorney partners), and insurance review. The firm emphasizes risk-aware, total-return portfolio construction and appears ETF-centric in managed accounts, with a year-round tax team supporting client decisions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY ALLEN ANDERSON
Financial Advisor, Managing Partner, SR. WEALTH ADVISOR
- CRD
- #2640022
- Ownership
- Less than 5%
MICHAEL WILLIAM MURRAY
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2897657
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Benjamin C DeMichael
--
- CRD
- #7898161
RICHARD JAY HEIMAN
Vice President
- CRD
- #2121590
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,641,226,278 | $596,810 |
| Non-Discretionary | $0 | -- |
| Total | $1,641,226,278 | $596,810 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing