A complete list of active advisors currently associated with Ark Wealth Management
Warmer can help you find a great advisor at Ark Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ark Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Ark Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 10
| |
Austin, TX
| 11
| |
Austin, TX
| 18
| |
Austin, TX
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)