Austin, TX Executive Drive Office

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.