ARK WEALTH MANAGEMENT

Overview

ARK Wealth Management is an independent registered investment adviser and a self-described capital allocator that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection services. ARK shows a clear preference for pooled public funds as the primary vehicle for core exposures while maintaining an active allocation program to third‑party alternative managers. It charges a mix of percentage‑of‑AUM and fixed fees and is not positioned as an ESG‑focused manager. The firm operates as a limited liability company and registered with the SEC in 2022. Its business activity and industry affiliations indicate it not only hires external managers but also can act as a sponsor or managing member of pooled investment vehicles, which points to hands‑on manager due diligence and the ability to place or structure alternative vehicles for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices