Ark Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$198,370,000
Clients
153
Advisors
3
across 2 offices
About
Ark Wealth Management serves individuals (including high‑net‑worth clients), business entities, charitable organizations, and pension/profit‑sharing plans. The firm offers discretionary portfolio management supported by client‑specific Investment Policy Statements, financial planning, pension consulting, and an online Ark Academy program that places clients into firm‑managed model portfolios.
AWM uses a blend of analytic methods — including quantitative, fundamental, technical, charting and modern portfolio theory — and maintains pre‑approved model portfolios that are implemented and rebalanced on a discretionary basis. For clients in the Ark Academy program an online questionnaire and algorithm map accounts to those models, while Ark designs and manages the underlying portfolios and trading.
The firm is part of a holding company with several affiliated businesses, including an affiliated insurance agency (Ark Insurance Group) and related entities that may create conflicts of interest when insurance or other affiliate services are recommended; the brochure discloses such conflicts and the firm’s practice of providing required disclosures. The brochure also notes AWM may compensate non‑employees for referrals, may participate in sub‑advisory relationships or recommend affiliated special purpose vehicles, and is currently defending a 2026 client lawsuit alleging breach of fiduciary duty.
Client services
Expertise
Fee options
Financial planning fixed fees up to $100,000, paid 100% in advance.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $1,000,000
Main office
See office10800 Pecan Park Blvd, Ste 100
Austin TX 78750
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Louisiana · New Hampshire · North Carolina · Texas
Also doing business as
Ark Financial · Ark Wealth Management · Ark Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan B
CFP®, Series 65
Austin, TX
Ark Wealth Management
Jonathan Billiot is a CFP® with 10 years of experience currently serving at Ark Wealth Management in Austin, TX. He is a co-founder and COO of Snazze Boutique, an online clothing business. Billiot also holds leadership roles in related entities including Ark Insurance Group and Ark Family Office, LLC. Ark Wealth Management provides discretionary portfolio management and financial planning services to individuals, businesses, charitable organizations, and pension/profit-sharing plans, utilizing a combination of quantitative, fundamental, technical, and modern portfolio theory approaches. The firm offers an online Ark Academy program that aligns clients with model portfolios managed and rebalanced by the firm.
John H
Series 66
Austin, TX
Ark Wealth Management
John Higginson is a financial advisor at Ark Wealth Management in Austin, TX, holding a Series 66 designation with two years of industry experience. He has worked at firms including JPMorgan Securities LLC and is the founder of Horned Toad Consulting LLC, a software acquisition consulting business. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension/profit-sharing plans by providing discretionary portfolio management supported by client-specific Investment Policy Statements, financial planning, and pension consulting. The firm utilizes a blend of analytic methods and maintains pre-approved model portfolios, managing and rebalancing them on a discretionary basis.
Matthew G
Series 63, Series 65
Austin, TX
Ark Wealth Management
Matthew Goff is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at firms such as New York Life Insurance and Camino Real Financial Strategies. He is also involved with Networthy Publishing, LLC. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of analytic methods and offers client-specific model portfolios managed through its online Ark Academy program.
David B
Series 63, Series 65
Austin, TX
Ark Wealth Management
David Bull is a financial advisor with Ark Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Oakwell Private Wealth Management and multiple affiliated Ark firms. Outside of advising, he owns and operates Ark Insurance Group, an insurance agency, and Ark Family Office, LLC, a family office consulting business. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension plans, providing discretionary portfolio management supported by customized Investment Policy Statements and financial planning. The firm employs a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, using pre-approved model portfolios implemented on a discretionary basis and offers an online Ark Academy program to guide clients into firm-managed portfolios.
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