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 registered investment adviser organized as an LLC and operating since 2021. The firm serves individual, family and select institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also engages in other financial product sales. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. ARS Wealth Advisors was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2MICHAEL MURRAY
Managing Partner & Co-CEOCRD 2897657
ANTHONY ANDERSON
CEO and Managing PartnerCRD 2640022
Contacts
3 of 13RYAN O'LEARY
Senior Wealth AdvisorCRD 4463887
SEAN MARROZOS
Investment Advisor RepresentativeCRD 7073503
Adrian Neutz
Wealth AdvisorCRD 7637339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$660M in ETFs
63%
$417M
34%
$243M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX) | T. Rowe Price | Active | Ultrashort Bond | $169M | 3,403,290 | 25.64% |
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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