ARK WEALTH ADVISORS, LLC
CRD #309396 SEC #801-119841 YORBA LINDA, CA 714-869-8531
SEC Registered
Total AUM
$16M
Discretionary
$16M
Employees
1
Clients
0
Accounts
65
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORGAN, CHRISTOPHER, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, CHRISTOPHER, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, CHRISTOPHER, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, CHRISTOPHER, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, CHRISTOPHER, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 10, 2021 REGISTERED
Notice Filings (1)
CA
Address
3960 PROSPECT AVENUESUITE A
YORBA LINDA, CA 92886
United States
Phone: 714-869-8531