Investment adviser · CRD 124185
ARS WEALTH ADVISORS
Investment adviser filing (IA)
ARS WEALTH ADVISORS, LLC
ST. PETERSBURG, FL, United States · Form ADV filed May 5, 2021
- Regulatory AUM
- $704M Form ADV · Item 5.F
- Client accounts
- 1,582 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 9 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 | 268 | $599,803,187 | 85.2% |
| Individuals | 291 | $89,597,619 | 12.7% |
| Corporations & businesses | 13 | $7,832,059 | 1.1% |
| Charities | Fewer than 5 | $5,078,391 | 0.7% |
| Insurance companies | Fewer than 5 | $2,025,276 | 0.3% |
Filing source
Form ADV 1538926 · May 5, 2021 · 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: May 5, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
111 SECOND AVENUE NE, SUITE 900ST. PETERSBURG, FL, 33701-3434, United States
CRD 124185
Filing source
Form ADV 1538926 · May 5, 2021 · 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.