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 RIA organized as an LLC and registered with the SEC in 2021. The firm services individual, family and institutional clients and charges advisory fees based on a percentage of assets under management. Its advisory work emphasizes financial planning and portfolio management for individuals and small businesses, while its registered business activities include other financial product sales. ARS reports no active ESG investing focus and is not positioned as a multi-state or pension consultant adviser. The firm has industry ties across broker-dealers, insurance companies, accounting and law firms, commodity pool/CTA structures, real estate brokers and sponsors or general partners of private funds. ARS received recognition from FA Magazine in 2020 as one of its Top RIA Firms, a nod reflected in its profile materials.
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 2
Michael Murray
Managing Partner & Co-CEOCRD 2897657

Anthony Anderson
CEO and Managing PartnerCRD 2640022
Contacts
3 of 14
Ryan 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 117Active vs passive
$789M in ETFs
64%
$504M
33%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX) | T. Rowe Price | Active | Ultrashort Bond | $177M | 3,564,289 | 22.48% |
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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