Austin, TX Pecan Park Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ark Wealth Management
Supported
Firm-wide stats for Ark Wealth Management
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.
Based on Ark Wealth Management
Location
10800 Pecan Park Blvd, Ste 100
Austin TX 78750
Advisors at this office
3
Advisors at this office
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.
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”)