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ARK WEALTH ADVISORS, LLC

YORBA LINDA, CA · CRD 309396 · IAPD ↗ · arkwealthadvisors.com · 714-333-3550

$118.0MRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — ARK WEALTH ADVISORS, LLC (YORBA LINDA, CA) is newly SEC-registered with $118.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.