ARK ROYAL WEALTH MANAGEMENT LLC

Overview

ARK Royal Wealth Management LLC is an independent registered investment adviser that serves individual, family and institutional clients with a mix of financial planning, portfolio management and client education. The firm runs a fee model that includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, and publishes client-facing periodicals and runs workshops as part of its service offering. Investment activity is tilted toward pooled public funds — mutual funds and other collective vehicles — with most of the firm’s discretionary exposure placed in those vehicles. ARK Royal Wealth Management LLC also allocates to third‑party alternative investment managers and uses those external managers to complement the mutual fund sleeve. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices