Ark Wealth Management

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Client assets under management

$198,370,000

Clients

153

34% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,296,536

About

Ark Wealth Management provides discretionary portfolio management, pension consulting, financial planning, and a web-based advisory offering called the Ark Academy Program. It serves individual and high-net-worth clients, business entities, charitable organizations, and pension/profit-sharing plans, and maintains an account minimum that may be waived for affiliated family office clients.

The firm documents client goals and risk tolerance through Investment Policy Statements and implements pre‑approved model portfolios, relying on long-term trading and a mix of analytical techniques (including modern portfolio theory, fundamental, quantitative, technical, charting, and cyclical analysis). For its Ark Academy Program, clients complete an online questionnaire and are assigned to AWM-designed model portfolios using the Schwab Intelligence Portfolio framework, while AWM generally seeks discretionary authority and executes trades through Schwab Institutional.

The brochure discloses several features that set the firm apart from many peers: an affiliated insurance agency that may receive commissions on insurance products and supervised persons who may be licensed insurance agents, affiliated entities that establish special-purpose vehicles for venture investments that may be recommended to clients, and arrangements where AWM may serve as a sub-advisor or engage other advisers. The firm also reports a pending client lawsuit alleging breach of fiduciary duty and manages over $209 million in discretionary assets with a small advisory team, creating materially higher assets‑per‑advisor than is typical for similarly supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees up to $100,000 fixed fee, paid in advance; also fixed flat fees available for pension plans per respective fee schedules.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually

Other

Account minimum: $1,000,000

Main office location

Ark Wealth Management

10800 Pecan Park Blvd, Ste 100

Austin TX 78750, United States

Number of offices

Most active in

California · Florida · Louisiana · New Hampshire · North Carolina · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 512-660-5703

Advisors at this firm

Jonathan B

CFP®, Series 65

Austin, TX

Ark Wealth Management

Jonathan Billiot is a CFP®-certified financial advisor with nine years of experience, currently serving as the sole advisor at Ark Wealth Management in Austin, TX. His prior work includes roles at Comerica Bank and various iterations of Ark Financial Group. Outside of advising, he is co-founder and COO of Snazze Boutique, an online clothing business. Ark Wealth Management serves individuals, including high-net-worth clients, as well as business entities, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, pension consulting, financial planning, and operates a robo-advisor program that utilizes model portfolios based on a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities Founder/Business Owner

Matthew G

Series 63, Series 65

Austin, TX

Ark Wealth Management

Matthew Goff is a financial advisor at Ark Wealth Management in Austin, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Co and Eagle Strategies LLC. Goff is also a general partner and owner of GCASCO, LLC, an investment fund. Ark Wealth Management serves individuals, business entities, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, pension consulting, financial planning, and operates the Ark Academy robo-advisor program, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analysis to construct and rebalance model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities Founder/Business Owner

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 credentials and having 10 years of industry experience. His career includes roles at Oakwell Private Wealth Management and multiple related entities within the Ark family of firms. Outside of advisory work, he is the owner of Ark Insurance Group, an insurance agency, and Ark Family Office, a family office consulting business. Ark Wealth Management serves individuals, including high-net-worth clients, as well as business entities, charitable organizations, and pension and profit-sharing plans. The firm provides discretionary portfolio management, pension consulting, financial planning, and operates a robo-advisor program utilizing firm-managed model portfolios constructed through a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities Founder/Business Owner

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