Ark Wealth Management, Llc
- Regulatory AUM
- $216M
- Discretionary
- $216M
- Clients
- 175
- Avg AUM / client
- $1.2M
- Accounts
- 611
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $34.5M | 16.0% |
| High net worth individuals | 52 | $164M | 75.9% |
| Pension and profit sharing plans | 12 | $7.4M | 3.4% |
| Charitable organizations | 9 | $5.4M | 2.49% |
| Other investment advisers | 1 | $4.9M | 2.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sonepar Usa 401 (K) Plan Sonepar Management Us, Inc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Bull | Owner | Apr 2020 (6y) | ≈ 14.06% – 50% via Bull Consulting, Llc | |
| Matthew Wayne Goff | Chief Investment Officer | Oct 2021 (5y) | Less than 5% | |
| Chapman, Christopher, Ray | Chief Compliance Officer, Director Of Operations, Chief Of Staff | Feb 2022 (5y) | Less than 5% | |
| Jonathan Joseph Billiot | Registered representative | CFP | Mar 2022 (4y) | |
| Troy Caesar Alley | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ark Financial Holdings, Llc | Owner | Oct 2021 | A | 75% or more |
| Bull Consulting, Llc | Owner | Apr 2020 | B | ≈ 18.75% – 50% via Ark Financial Holdings, Llc |
| David Bull Holdings, Llc | Owner | Apr 2020 | B | ≈ 18.75% – 50% via Ark Financial Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David James Bull: 75% – 100% of Bull Consulting, Llc × 25% – 50% of Ark Financial Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Bull Consulting, Llc: 25% – 50% of Ark Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- David Bull Holdings, Llc: 25% – 50% of Ark Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sonepar Usa 401 (K) Plan | Sonepar Management Us, Inc | 10,624 | $1.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $145M (67% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗