Investment adviser · CRD 175151
ARK ROYAL WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $169M Form ADV · Item 5.F
- Client accounts
- 314 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $150,047,000 | 88.6% |
| Other clients | 29 | $10,303,000 | 6.1% |
| Individuals | 29 | $6,030,000 | 3.6% |
| Retirement plans | 6 | $2,576,000 | 1.5% |
| Corporations & businesses | Fewer than 5 | $218,000 | 0.1% |
| Charities | 5 | $135,000 | 0.1% |
Filing source
Form ADV 2072165 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2700 WYCLIFF ROAD, SUITE 360RALEIGH, NC, 27607, United States
CRD 175151
Filing source
Form ADV 2072165 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.