ARK Royal Wealth Management LLC

RIASEC & State Registered

Total AUM

$169M

Discretionary

$169M

100% of AUM

Avg account

$539K

Accounts

314

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 175151
Registered since: July 21, 2025
Website: ark-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.62%
Other6.09%
Individuals3.56%
Pension & Profit Sharing Plans1.52%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ARK Royal Wealth Management LLC is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm serves both individuals/families and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, periodic publications or newsletters, and educational seminars or workshops. The firm does not position itself as an ESG-focused investor and is not structured as a capital allocator. ARK Royal received recognition on FA Magazine’s Top RIA Firms list in 2020.