ARS Wealth Advisors
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 314882
- Registered since
- June 22, 2021
- Website
- arswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.7%
- Individuals12.93%
- Corporations / Businesses4.33%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ARS Wealth Advisors is an independent, SEC-registered advisory firm (registered in 2021) organized as an LLC and owned by a mix of domestic entity and individual stakeholders. The firm serves both individual & family clients and institutional accounts, charging fees based on a percentage of assets under management. Core services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also acts as a salesperson for other financial products. ARS reports no active ESG investment program and does not operate as a capital allocator; it relies on third-party managers for alternative exposure. The firm was named among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds16%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$855M in ETFs
62%
$526M
36%
$329M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX) | T. Rowe Price | Active | Ultrashort Bond | $185M | 3,733,512 | 21.64% |
Location
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 111 2nd Ave Ne
- Time zone
- ET (UTC-5)
- Office locations
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