Ark Wealth Management

Ark Wealth Management, LLC is an SEC Registered Investment Adviser established in October 2021. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. AWM requests discretionary authority to make investment decisions aligned with fiduciary duties, ensuring fair and equitable treatment for all clients. The firm also provides pension consulting services and financial planning, covering areas such as investment, life insurance, tax, retirement, college, and debt planning. AWM's fee structure is based on a percentage of assets under management, with negotiable rates depending on client needs. The firm does not participate in wrap fee programs and has a minimum account size of $1 million, which may be waived at its discretion. AWM's investment strategies include long-term trading, with methods of analysis encompassing charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, business entities, charitable organizations, and pension and profit-sharing plans. AWM does not have physical custody of client assets and provides both discretionary and non-discretionary investment advisory services.